Level Up Your Money

Flat Fee Fiduciary Financial Planning & Investment Management

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Modern, Non-stuffy and High-tech

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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E229: Will I Have to Pay Taxes When I Sell My House?

By understanding the tax implications and implementing these strategies early, you can significantly improve your financial outcome when selling your house.

E228: What Does a Solid Financial Plan Look Like?

As you might expect, there is no one correct answer. Most importantly, it guides you toward your goals and provides a solid financial foundation for your life. So what does the typical financial plan contain, and what should it cover?

E227: Should I Invest in the Current "Hot" Stock?

Investing in the biggest names in the stock market has always been tempting. These giants of the industry are often household names with a reputation for market dominance, and their stocks can potentially deliver impressive returns.

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