Our Services
We bring objective, high-quality financial planning advice typically reserved for those with millions of dollars to invest. We removed investment minimums, commissions, hidden fees, and BS. Then we added in empathy, education, and celebrating wins along the way to bring you financial planning, but better.
To make things as straight forward and objective as possible for our clients, we offer one service: an all-inclusive ongoing financial planning relationship. Every relationship includes the following:
1
Financial Planning Advice
We're here to help put you on the right track towards financial wellness and optimizing your money. We do this by providing advice around everything money impacts in your life. A few examples include planning for: retirement, college, a new house, a martial change, moving, a new career, etc. We are also mindful of tax planning strategies.
2
Investment Management
Investing is an important part of financial wellness. We help with investments regardless of how much you have or where they are held. We can also manage (place trades for you) investments for no additional cost/percentage or we can simply be a second set of eyes. We believe in controlling what we can: maintaining low-cost, properly diversified, tax-efficient investments.
3
Implementation
We take financial planning and investment management advice to the next level by helping to implement the advice. You'll have an expert to walk alongside you and give you peace of mind as life evolves. You'll feel more financially confident and empowered having a partner in your corner, so you can spend more time doing what gives you fulfillment in life.
Fiduciary advisor
Fiduciaries act in the best interest of their clients at all times when providing financial advice.
Flat-Fee Pricing
As you accumulate more, we celebrate you and keep the fee the same over time. We don't penalize you by charging you more (unlike percentages of your assets, which are common in the industry).
CFP® professional
The standard of financial planning. CERTIFIED FINANCIAL PLANNER® professionals meet rigorous education, training and ethical standards, and commit to serve their clients’ best interests.
Women-Led
No mansplaining here. We get it and we're here to walk alongside you regardless of where you are in your financial journey.
Fee-Only planning
Fee-Only planners are compensated directly by their clients, and don't receive commissions/kickbacks from other sources, unlike fee-based and commission-based structures.
Tax Emphasis
Too many people are missing tax planning opportunities, we love evaluating ways to reduce your lifetime tax bill by thinking more strategically and proactively.
This ongoing partnership is designed for individuals and families who want to free up time, energy, and weight off of their shoulders. If you're looking to take your financial situation to the next level and want an expert to help make your money work harder for you, evaluate tax planning strategies, and actually implement strategies, this is for you!