About Us

Fiduciary

Under oath and law to put your best interest first at all times. This is the highest legal and ethical standard for financial advisors.

Fee-only

We do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

Independent

Not affiliated with any life insurance company, annuity product, bank, or brokerage house.

Basic

One-Time Fee of $250

+$75/Month



  • Basic Financial Planning
  • Basic Investment Accounts, e.g., IRAs
  • Investment Management
  • Semi-Annual Review w/ CFP®








Best for Families with Net Worth Under $100,000 and No Business Income

Comprehensive

One-Time Fee of $500

+$150/Month



  • Comprehensive Financial Planning
  • Investment Management 
  • Semi-Annual Review w/ CFP®
  • Basic Business Planning
  • Basic Business Retirement Accounts                           






Best for Families with a Net Worth of $100,000 to $500,000 or Business Income Under $50,000.


Advanced

One-Time fee of $1000

+$450/Month 



  • Advanced Financial and Tax Planning
  • Advanced Investment Management 
  • Semi-Annual Review w/ CFP®
  • Unlimited Emergency Consultations
  • Advanced Business Planning
  • Advanced Business Accounts, e.g. 401k
  • Employee Financial Wellness



Best for Families with a Net Worth Over $500,000 or Business Income Above $50,000.

Targeted Financial Planning Consultations Offered at $250/hr