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Let’s Connect and Build Your Financial Future

Have questions or ready to get started? Discover how our flat-fee financial planning services can help you achieve your goals.

Send Us a Message

Whether you’re looking for more information about our services or want to schedule a consultation, we’re here to help. Complete the form below, and we’ll get back to you as soon as possible.

Book A Meeting With Us

Choose a time that works for you and connect with us directly. We offer flexible scheduling to meet your needs.

Reach Out To Us

Prefer a direct connection? Here’s how you can reach us.

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Phone:

(920) 246-1889

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Frequently Asked Questions

  • How do I know your advice is in my best interest? Are you a fiduciary?
    Yes, we're fiduciaries legally and wholeheartedly. But we don't stop there. Being a fiduciary means putting our clients' best interests first, and we believe that includes offering fair, transparent pricing structured in a way that keeps your money working for you.
  • Why don't you charge as much as other financial advisers/planners?
    We don't charge the sky-high fees you'll find with most financial advisers because we want to make real financial advice accessible to people who can't afford the traditional model. By running a lean operation, we can focus on helping everyday people, not just the wealthy. We also partner with small businesses to bring advice and planning directly to the families who often need it most but can least afford it, empowering them to make better financial decisions and build lasting stability.
  • How are you paid?
    We use a fixed-fee model, not asset-based fees, so our fees are not tied to how much assets you have. We are not paid commissions. We do not accept revenue sharing from investments. We do not have any proprietary products to sell you where we make money on the back end. We even encourage you to pay us directly so you can keep your investments working for you. Simple and transparent, just as it should be!
  • Do you require a minimum investment amount?
    We do not have any minimum investment required. Whether you're just getting started, debating paying off your home faster, or simply looking for a second opinion on existing investments, you can get the straightforward advice you want.
  • How does your Christian faith affect your financial advice?
    Faith drives us to prioritize integrity, transparency, and stewardship in all our relationships. Believing money is a tool, not a goal, and that financial decisions should reflect values like generosity, contentment, and trust in God's provision influences how we guide clients-helping you manage resources wisely, plan for the future with purpose, and invest in ways that align with your convictions,
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