We provide hourly-based, fee-only Comprehensive Financial Planning to more effectively help you achieve and maintain Financial Independence.
Hourly-based advice in the financial planning world is not common. We do not manage investments for a percentage fee or sell any financial products such as insurance, which means these factors do not influence our recommendations. No long-term contracts, net worth limits, or account minimums are required to work with us. What we do offer is investment and comprehensive financial planning advice tailored to your unique, personal needs, with specific details on how to put your plan into action. Our approach to financial planning focuses on enabling you to keep more of your money, and helping you to avoid serious financial risks that may result in financial dependence. Creating and implementing a sound financial plan significantly increases your chance of sustaining your way of life without necessarily having to work. That's Financial Independence.
Why hourly financial planning makes sense...financially: read article
services
Find out how the comprehensive financial planning services we offer encompass much more than investments only.
OUR APPROACH
Information to help explain the philosophy, Nobel-Prize winning theory and facts behind this approach to financial planning.
