Get your financial house in order and keep it that way!

Step 1: A One-Time Financial Plan

$6,390

Step 2: Stay On-Track

Ongoing Planning for $3,000/year

OR

Asset Management for $6,000/year maximum per client relationship

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Costs Matter
Keep investment fees low
Index Investing
Capture the return provided by the market. Buy, Hold, and Rebalance
Keep it Simple
Avoid unnecessary complexity
Stay the course
Avoid psychological mistakes such as market timing and chasing past performance
Real Financial Planning
Planning and behavior are the keys to long term success. Create a plan and stick to it.
Ignore the Noise
Focus on variables that you can control
 

Enjoy a better financial planning experience:

 

Fee-Only Financial Planning and Asset management

 

Unbiased Fiduciary Advice

 

One Honest Flat Fee

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