WHAT WE OFFER
- Access to your own certified financial planner whenever you have a question. Available 24/7 by phone/email.
- Customized action plan with mini to-do lists including an investment strategy.
- A sounding board when life happens.
- Scheduled follow ups to make sure all is going to plan.
- A flat fee based on your questions and not how much money you can invest.
- A personal financial website.
- A personal cash flow website.
- Confidence to know you’re heading in the right direction.
We’re here to provide a service that most of the financial industry is not: unbiased, honest, affordable financial advice!
- We believe in 100% transparency.
- We believe in having options in life.
- We believe that having strong relationships is key.
- We believe that money is just part of the equation.
- We believe that having a flat fee is a good way to do business. Our fees are lower than most given our low overhead. We work remotely and don't have a sales team that we have to pay.
- We believe that you treat people how you want to be treated.
- We believe that quality counts. Our planners are all CFP's and fidicuaries with a minimum of 10yrs experience.
- We were founded on the premise that having a trusted resource when making important financial decisions helps you sleep better at night.
Sign up and a planner will be in touch to learn more about your situation.