Our Clients

We are not an exclusive "wealth management" firm.  Our goal is to serve financially prudent people who are committed to a long-term professional relationship to help achieve their financial goals.

If you have no outstanding credit card debt, are spending less than you make, and see the value in paying a reasonable fee for professional financial help, we may be the planning firm you are looking for.

Our Fees

We offer our financial planning services on a flat-fee basis.  We provide "modular" planning that addresses your needs; most clients do not need a "comprehensive" plan.

For investment management, you can fully outsource your portfolio to us for a reasonable fee that is lower than a typical mutual fund.

Complimentary Evaluation

If you will provide us with a full view of your financial situation and if you can spare 45 minutes during business hours, we will meet with you (face-to-face in our office or on the phone) at no fee to evaluate how our expertise can best serve you.

To get started, please download our initial questionnaire here.