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Flat Fee Fiduciary Financial Planning & Investment Management

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We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle

Assigning a beneficiary to your vehicle can be a simple and effective way to ensure that your car, truck, or motorcycle is transferred to the person of your choice upon your death. This process, known as designating a transfer-on-death (TOD) beneficiary, can save your loved ones time, money, and the hassle of going through probate.

E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most

If you focus on these metrics and improve them over time, you will have a foundation of financial stability that will unlock potential in many other areas of your life.

E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA

SEP IRAs and Solo 401(k) both offer tax benefits and generous contribution limits. But they also have unique features that are different.

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