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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

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Investing With Purpose and Precision

Investment strategies to grow and protect your wealth.

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Financial Planning – No Additional Fees

Planning is built into our service because it’s essential for your success.  

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Flat Fees Save You Money

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

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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:

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More Savings, Less Cost Over Time

Without compounding fees, more of your money stays invested and works for you.

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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. 

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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.

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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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Financial Advice That Fits Your Life

We make meetings work for you—early, late, in-person, virtual, or a mix. Flexibility isn’t a bonus here; it’s the standard.

Let’s Build Your Financial Plan Together

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

Not Sure Which Plan Is Right for You?

We’re here to help you find the perfect fit. Let’s discuss your needs and explore the best options for your financial goals.

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.

 

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Financial Planning for Your Family’s Future

Flat-fee advice tailored to your family’s unique goals.

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