Broker Check

What is Fee-Only Financial Planning?

Financial Planning & Fee-Only Investment Adviser
As a Fee-Only Financial Planner, we work for you.  Our fiduciary obligation is to work solely in your best interests.  We offer wisdom and guidance - with no commissions or sales pitch - for a transparent monthly fee.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our Solutions
First, we listen.  Then we help you develop a realistic financial plan to get you where you want to go, whether that's growing your rental business, becoming a first-time landlord or including real estate in your investment strategy in other ways.  Our process will help you feel ready, confident and financially prepared to pursue your real estate goals.

We'll make sure all the pieces of your financial life fit together.

Join our community

Thank you!
Oops!