Simone and I are what we refer to as “anti-pack rats.” Neither of us can stand clutter and we regularly go through our belongings and get rid of … Read More
Independent Fiduciary
We are held to a fiduciary standard that obligates us to work in your best interests.
Fee-Only Financial Planning
We never receive commissions from our recommendations. We focus on advice, not sales.
Flexible & Remote Friendly
We can work with you remotely and outside typical 9-5 business hours.
Tips for Avoiding a Ponzi Scheme
Are you worried that an investment you’re considering might be a Ponzi scheme? Are you afraid that your financial planner might turn out to be the … Read More
Who Moved My Small-Cap Fund?
Actively-managed mutual funds have a lot of flexibility over the types of investments they hold. One problem with this flexibility is that it often … Read More
Our Affiliations
