Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.
We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.