You need deserve are worth a financial planning relationship that works for you, not against you.

Our flat-fee approach to financial planning is transparent and tailored to your needs. We offer ongoing, project-based, and hourly engagements with no asset minimums or the requirement to manage your money.

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You don’t need a million dollars in assets in order to receive the best financial guidance in the industry. 

We work with mid-career professionals across the country, those earning over $100,000 per year, to help them better manage, maximize, and grow their wealth.

And, we do so on a fee-only basis. No product sales, no commissions, and no sales quotas.

Since we are only paid by you, your savings and wealth aren’t eaten up by excessive fees.

We were fiduciaries before it was cool to say so. This means that we are bound both legally and ethically to act in your best interests, and we've signed an Oath stating so.

We are Virtual CFP® Professionals. Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals, and an even smaller number of them do so in a 100% virtual setting.

Equally important, we won't try to overwhelm you with fancy terms and industry jargon. We simply focus on providing you with the financial education you deserve.

Educators first. Advisors second.

We pride ourselves on being educators first, and advisors second.

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