Philosophy & Fees


To help you create the financial resources necessary to achieve your life goals.

To help you on your road to financial freedom.

To help you make smart decisions about money.

To help you sort through all of the financial information out there.

To provide these services at a reasonable cost.


This is a fee-only financial planning firm. Fees are charged on an hourly, fixed fee, or percentage of assets under management basis.

We do not sell any investment products. We do not receive commissions or any other form of compensation from anyone whose products or services we recommend.