
Financial Advice That Works for You – Not Against You
Because your money should serve you – not someone else’s bottom line.
Financial Advice that Really Puts You First

Investing With Purpose and Precision
Investment strategies to grow and protect your wealth.

Financial Planning – No Additional Fees
Planning is built into our service because it’s essential for your success.

Flat Fees Save You Money
Our fees are fixed, not based on your assets so you keep more of your wealth, plain and simple.

Flexible, Hassle-Free Scheduling
Early, late, in-person or virtual – we work on your time.
Keep More of Your Money with Flat Fees
Traditional advisors take a percentage of your investments—fees that grow as your portfolio grows and compound over time, quietly shrinking your wealth.
Our fee structure is designed for your success, not ours. You’ll benefit from:

More Savings, Less Cost Over Time
Without compounding fees, more of your money stays invested and works for you.

Direct Payments, Full Control
You can pay us like you would anyone else, out of cash flow not your long term investments.
It’s fair, transparent, and designed to help you build wealth – not pad our bottom line.

Your Plan, Always Within Reach
Access to innovative tools will keep you on top of your finances wherever life takes you. Your one-page financial plan keeps the big picture—and your goals—front and center, helping you stay engaged, on track, and making real progress.

Purposeful Investing, Peace of Mind
Your investments should align with your values, not work against them. We’ll help you invest intentionally, so your money makes an impact that matters to you.
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Customized Advice Without Overpaying
We know that there's no one-size-fits-all financial plan so we offer options to help you get the help you need without overpaying for things you don't!
SERVICE
FOUNDATIONS
STEWARDSHIP
HOURLY
Access to Mobile App
1-Page Financial Plan
Investment Advice
Meeting frequency
Cash Flow/Budgeting
Email/Phone Inquiries
Retirement Income Planning
Social Security Optimization
College Planning
Up to 3 Accounts
(Pre-tax/Roth only)
Semi-annual
8/yr
Up to 5 Accounts
(1 Taxable Brokerage
Quarterly
Unlimited
You define the scope
of services.
Contact us to receive
an estimate.
Cost (Initial/Quarterly)
$350/$225
$450/$500
$250/hr
Everyone Needs Help With Something
84%
Of investors want to have investments tailored to their personal values.
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$90,460
The amount of debt held by the average American, including all types of consumer debt such as mortgages, credit cards, personal loans and student debt.
39%
Of Americans would have the ability to pay an unexpected $1000 expense from their accumulated savings.
68%
Of Americans do not believe the average worker can save enough to generate a secure retirement income.