Flat Fee
Our transparent pricing reduces conflicts of interest and can save you money.
Certified Financial Planner & Fiduciary
We have the expertise to guide you and will always act in your best interest.
Personalized Financial Planning + Investment Management
We learn where you are today and where you want to go. Then we create a plan to get you there.
Promises
To Every Client
Our top priority
Is your financial well-being.
Every recommendation we make is goal oriented and tailored to your big picture. We evaluate each decision based on how it affects the success of your overall plan, not in isolation.
Your Best Interest
Is our best interest.
As a fiduciary, we are legally and ethically bound to act in your best interest. You can count on us for unbiased advice.
We invest
How you invest.
We invest our own money in the same funds we recommend.
About
Think Different Financial Planning
Research Driven
Our advice is grounded in the latest academic research and real-world evidence.
Client centric
We will limit our client relationships to 70. That way every client receives the attention and service they deserve.
Commission Free
We’re a “fee-only” advisor. That means we receive no compensation from financial product providers. Our recommendations are based on what’s best for you, not commissions.
Why
Clients Choose Us
Simplify & Optimize
We organize and streamline your finances so you can move forward with clarity, confidence, and no concern about missed opportunities.
Save Time
Life is busy. We handle the details so you can focus on living your life, not managing spreadsheets.
Reduce Stress, Build Confidence
Feel secure knowing you’re on the right track. We guide you through uncertainty and help you make decisions with peace of mind.
Avoid Mistakes
Proactive planning protects you from costly missteps and keeps your financial life on steady ground.
Personal, Expert Advice
No cookie-cutter plans, just professional guidance tailored to your goals, lifestyle, and future.
Build A Trusted Relationship
Ongoing support, honest communication, and guidance from someone who understands your life, values, and goals.
Stay On Track
We provide structure, clarity, and accountability to keep you moving forward.
Partners
