Why Fee-Only, Holistic Planning?

A Better Approach to Financial Planning


Our clients are unique, and we want to embrace their individual goals – financial and otherwise. You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you’re unsure how to build wealth while educating your children and starting a business. Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.

Worrying about finances shouldn’t be where you’re investing your energy. There are more important priorities in your life – family, friends, your health, and your work all demand attention. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Fee-Only, Comprehensive Financial Advice that Helps You Lead a Worry-Free Life

Holistic financial planning is an ongoing process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and adjusts as your circumstances change. Our down-to-earth approach provides you with practical, insightful financial guidance and reduces the stress that financial planning can cause.

As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us an annual retainer that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change. Knowing in advance exactly how much you are paying for advice and understanding that your advisor is only working for you brings substantial peace of mind.

What We Promise

We promise our clients a holistic, professional approach when working together. Your privacy will always be protected, and we will strive to maintain the highest ethical standards possible. We will continually enhance our skills and credentials through continuing education and pass on financial education to our clients whenever available.

Finally, we will never sell you a product or take a commission or a referral fee from another professional. While no one can be completely unbiased in all circumstances, we feel that the steps we have taken to provide conflict free advice are the most comprehensive in the industry.  This allows us to be dedicated to your financial success as your life goals change.

Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.