Most People
Do Not Have Access
to Financial Planning.

Normally, it requires

Assets Under Management (AUM)

And / Or

Planning Fee of

$2,000 - $5,000

We're Changing That.

Welcome to our refreshing world of

non-biased financial guidance.

The way in which your Financial Planner is compensated
can make all the difference
in the recommendations made to you.

You may be thinking: Are we really on track? What can we do in these next 5–10 years to improve our plan? Are there risks we’

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How do I balance student loans, saving, and having fun? Should I invest, pay off debt, or build savings first? How do I make

I’ll help you: ✅ Get organized ✅ Build an emergency fund ✅ Set up smart debt & savings plans ✅ Start investing with clarity

How do we merge accounts — or should we? How do we budget for two (or future kids)? What insurance or legal documents should

You might be wondering: How do I balance student loans, saving, and having fun? Should I invest, pay off debt, or build savin

I’ll help you: ✅ Simplify your finances ✅ Plan for college and future expenses ✅ Review insurance coverage ✅ Build family-foc

You might be asking: How do we balance saving for college with saving for retirement? Do we have enough life insurance? Are w

Are we on track — or missing something big? How do we optimize taxes and investments? Can we afford to change careers or slow

Mid-Career Purposeful Wealth Builders (30s–50s)

I’ll help you: ✅ Clarify your big-picture goals ✅ Build a purposeful financial plan ✅ Optimize savings, debt, and taxes ✅ Pla

Are we really on track? What can we do in these next 5–10 years to improve our plan? Are there risks we’re not seeing?

✅ Map out a glide path to retirement ✅ Improve tax & withdrawal strategies ✅ Eliminate lingering debts ✅ Simplify your retire

When should I claim Social Security? What’s the best way to draw income in retirement? What do I need to do about Medicare, p

55+ Retirement & Social Security Readiness

I’ll help you: ✅ Create your retirement income plan ✅ Time Social Security for your situation ✅ Understand Medicare options ✅

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CFP® CERTIFICATION:
THE STANDARD OF EXCELLENCE

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Most People Do Not Have Access to Financial Planning.

Normally, it requires Assets Under Management (AUM) And / Or Planning Fee of $2,000 - $5,000

We're Changing That.

The way in which your Financial Planner is compensated can make all the difference in the recommendations made to you.

STAY IN THE KNOW

CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE

Most People
Do Not Have Access
to Financial Planning.

Normally, it requires

Assets Under Management (AUM)

And / Or

Planning Fee of

$2,000 - $5,000

The way in which your Financial Planner is compensated
can make all the difference
in the recommendations made to you.

CFP® CERTIFICATION:
THE STANDARD OF EXCELLENCE