Services
How we help
Most clients start with a financial plan and stay for ongoing advice.
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Financial planning
A written plan covering savings, investments, insurance and big goals, updated every year.
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Retirement planning
When you can retire, how to draw income, and when to claim Social Security.
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Tax preparation and planning
Returns prepared by our CPA, plus year-round moves to lower next year's bill.
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Business owner advice
Retirement plans, entity choice, and succession planning for owners.
FAQ
Common questions
What does fee-only mean?
We're paid only by you. We don't earn commissions on any product we recommend.
Is there a minimum?
No asset minimum. Planning fees start at $3,200 a year.
Do you manage investments?
Yes, if you'd like us to, at no extra cost for clients with a financial plan.
Can we meet online?
Yes. About half of our clients meet with us by video.
Start with a free 30-minute call.
Tell us what's on your mind. We'll tell you honestly whether we can help, and what it would cost.