A Better Approach to Financial Planning
You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home.
Maybe you’re unsure how to build wealth while educating your children and starting a business.
Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
Whatever your current situation, worrying about finances impacts your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Fee-Only, Holistic Advice for Better Financial Decisions and Fewer Worries
Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.
As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us an annual retainer that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change. Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.
Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.