Transparent, Experienced, Customized.
Think Different Financial Planning offers a unique approach to wealth management: the transparency of a flat fee, the experience of a Certified Financial Planner, and a customized financial planning and investment management offer.
Flat Retainer Fee
Our straightforward pricing provides transparency and minimizes conflicts of interest.
Certified Financial Planner and Fiduciary
We have the knowledge to guide you and will always act in your best interest.
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 will always do what is in the best interests of our clients.
We invest
How you invest.
We invest our personal assets in the exact same 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 80, which will allow us to provide personalized service and attention.
Commission Free
We are a fee-only advisor paid solely from our clients.
Partners
Our Value Pledge
Ongoing clients who are not 100% satisfied with the value we provide can request a refund for up to one year worth of fees.