How Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

“Every time I turn around, there’s another financial decision to make.  How do I know I’m making the right ones?”

No matter where you are in life, financial decisions abound.  And when you’re busy, overwhelmed by available options, or confused by contradictory advice from the so-called “experts,” it can be hard to be confident you are making the best decisions.

  • You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home.
  • Maybe you’re unsure how to build wealth while educating your children and starting a business.
  • Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.

We can help.

How Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

Holistic financial planning is a process, not an event.  It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.  When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored regularly and adjusted as needed, you can relax and spend your time pursuing your goals.

View our holistic planning process. (PDF coming soon)

As fee-only financial advisors, we sell no products and receive no commissions.  Instead, you pay us an annual planning agreement fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.  Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.

Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.