Flat Fee Financial Planning for Technology Professionals

What We Offer.

A unique approach to wealth management: the simplicity of a flat fee, the knowledge of a Certified Financial Planner, plus personalized financial planning and investment management.

Flat Fee

Our straightforward pricing provides transparency and minimizes conflicts of interest.

Certified Financial Planner and 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. We then create actionable steps, and an investment plan, to turn your goals into reality.

How We Work

Our Commitments

Our top priority

Is your financial well-being.

Our advice is always goal oriented. We evaluate decisions not in isolation, but in terms of its impact on the likelihood of success on the overall plan.

Your Best Interest

Is our best interest.

We provide a fiduciary standard of care, which is the highest legal duty one party can have to another. We are on your side and will always make recommendations that are in the best interest of our clients.

We invest

How you invest.

We invest our personal assets in the same exact funds we recommend to clients.

Research Driven

Our advice is based on the latest academic research and empirical evidence.

Client centric

We will cap our client relationships at 60, allowing us to provide personalized service and attention.

Commission Free

We are a fee-only advisor paid solely from our clients.