This is our method to give you confidence that you are on track with your financial goals, planning for taxes where possible, and investing as well as you can be. 

Most financial advisors will tell you to “talk to your CPA.” We have a combination of years of prior experience at an accounting firm working alongside tax experts, and top-notch financial and tax planning software.

We can manage your investments at our preferred vendor, Charles Schwab

or

Advice-Only, if you want recommendations but you prefer to manage your accounts independently at your preferred vendor.

We have a legal and ethical responsibility to ALWAYS act in CLIENTS best interest, as well as the CFP Obligation.

We’re independent, not affiliated with banks, brokerages, or insurance companies. We deliver comprehensive guidance, without restriction or pressure to make dubious investment recommendations.

We provide financial education courses and other resource guides on financial topics. Speech-Language Pathologists and Audiologists can receive CE credit for our courses on finance. Over time we are looking to expand this to other healthcare fields.  

In addition to having relevant educational and professional experience, I have obtained the industry’s financial planner designation:

CFP®, CERTIFIED FINANCIAL PLANNER

We are based out of the Greater Phoenix area of Arizona. Our best-in-class technology setup allows us to fully serve clients virtually from anywhere across the country. 

We charge a fixed flat fee at an annual rate. Not a percentage of your investment accounts, no commissions, no annuities or life insurance product sales, no kickbacks. We are a “fee-only” firm, which means we receive no forms of compensation from anyone other than our clients.