We offer financial planning, consulting, and coaching for people who prefer to manage their own investments but want help from a professional to create a detailed financial roadmap, figure out how to fund specific goals (such as education or home ownership), or make sure they’re on track for a comfortable retirement. Services are available on a project or hourly fee basis.
Comprehensive Financial Planning
We offer comprehensive financial planning services for individuals, couples, and families. Our holistic and individualized approach attempts to ensure that we identify and incorporate your specific goals and circumstances, and create a financial plan that is reasonable and attainable. We take pride in building better outcomes for you.
Fee-only Project Engagements
We engage with you on a fee-only project basis, taking no compensation from the financial products in which you invest. After an initial consultation, we will provide you with a proposal that includes a firm fee quotation for our consulting project, based on the number of hours we expect will be required to complete your plan. Once you approve the proposal we will begin a deeper interview process, and initiate data collection, prior to beginning our analysis.
Your Personal Finance Team
David and Heather bring a wealth of experience to their work as personal financial planners and advisors. They are each available for a single consultation, or for the creation and monitoring of a comprehensive financial plan; and enjoy establishing ongoing advisory relationships with individuals who prefer to manage their own investments.