how are we different?
CPA &
Financial advisor
​Combining the knowledge of a CPA and the expertise of a Financial Advisor means comprehensive financial planning. Every piece of your financial picture is brought together, working together towards your goals. AND one less meeting to schedule.
Value
We believe that everyone should have access to excellent financial planning. We charge a flat dollar fee of $3600 for $0-$2MIL in assets. Saving you money, and from having an awkward conversation.
Small & Independent
You want to work with someone who has the dedicated time to understand all the pieces of what makes up your unique financial picture, and who is not obligated to meet quotas or squeeze every penny out of you.
our success is tied to yours
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Fiduciary
You need to trust who is giving you financial advice, this impacts your life in a big way. We are legally and ethically bound to only act in your best interest.
You want to know that you are paying for guidance and service that is in your best interest, not what will make the most money for the advisor. Fee only allows us to make recommendations based on what is truly best for you.
You are busy already, and don't need another place to be. We come to you. We can meet at your place of choice, or virtually for your convienience.
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