We are a fee-only financial planning firm who provides transparent and objective advice. Our passion is about helping people with their personal finances.
We learn about you, your values and your goals. Provding a personalized plan that is tailored to your values and goals; while EDUCATING you along the way!
The power of a low-cost passive investment strategy that focuses on index mutual funds that diversify all over the world. This gets your money working for you.
Your expense is the fee that your investments cost you to own. These fees are typically represented as a percentage.
Opportunity cost is the total earnings that you would have made if all the money that you paid in fees, had been invested.
Your final balance is the amount of money that you keep. Your net return, after all fees have been subtracted.
Pricing for our initial financial plan is based on the cost of investments the client is paying now in fees per year compared to the cost of investments the clients fees are under our plan.
We do advice-only financial planning and do not hold assets under management or sell products. Our belief is your money should work for you – not for us!
We offer an affordable service no matter what age or financial position you are currently in. The first meeting is free.
All investment/transaction fees are charged by the brokerage house (i.e. Vanguard, Fidelity). We do not receive any compensation from those firms.