Our Pledge

  • No commissions, no products, no conflicts of interest. Ever.
  • The fiduciary standard. As a registered investment advisor, I am legally bound to give you advice that is in your best interest. Always.
  • Our financial review allows you to make a key decision: "Do I want a simple checklist so I can do it myself or do I want someone to help me?"  
  • If you choose to do it yourself, I promise not to try to chase you down, spam you, or follow up with you unless you want me to keep in touch.  
  • For our retainer clients:  If you ask for help, our retainer agreement allows for as many appointments, phone calls, or emails as you need to make sure you're comfortable with your finances.  Also, we are available when you need help dealing with unexpected issues.