Get your financial house in order and keep it that way!

Step 1: A One-Time Financial Plan


Step 2: Stay On-Track

Ongoing Planning for $3,000/year


Asset Management for $6,000/year maximum per client relationship

Ready to Become another Success Story?

Costs Matter
Keep investment fees low
Index Investing
Capture the return provided by the market. Buy, Hold, and Rebalance
Keep it Simple
Avoid unnecessary complexity
Stay the course
Avoid psychological mistakes such as market timing and chasing past performance
Real Financial Planning
Planning and behavior are the keys to long term success. Create a plan and stick to it.
Ignore the Noise
Focus on variables that you can control

Enjoy a better financial planning experience:


Fee-Only Financial Planning and Asset management


Unbiased Fiduciary Advice


One Honest Flat Fee