From Tax Planning to social security elections
Improving Every Important Financial Decision You Make
As a fee-only fiduciary, we provide comprehensive financial planning and investment management with an emphasis on tax planning and risk management in all aspects of personal finance. Our clients benefit from making well-informed decisions with consistency, and we maintain expertise in working with families interested in social responsibility and sustainable investment strategies.
RALEIGH, NC | DURHAM, NC | WAKE FOREST, NC | Nationally (Virtual via zoom)
What We Do
As a fiduciary planning firm, our goals are pretty simple.
We help our clients:
- Recover & reallocate valuable time
- Develop a deeper sense of happiness
- Reduce stress surrounding financial concerns
- Build confidence in tomorrow while enjoying today
- Apply a clear and rational approach to building wealth
Who We Are
Did you know anyone can call themselves a financial planner or financial advisor?
It’s a scary thought. That’s why we’ve taken it upon ourselves to provide truly comprehensive and authentic financial planning as a fee-only, fiduciary financial planning firm founded by an experienced and certified financial planning professional. No hidden agendas, no sales and definitely no gimmicks. Just honest and transparent planning that’s always done in your best interest.
How We Do It
We invest heavily in technology to ensure simple, efficient, and accessible planning for busy professionals.
We know how challenging it can be to work more than the typical 40 hours a week. Our technology was specifically chosen with you in mind. Here are a few ways we cater to your career and lifestyle, giving you:
- Direct access to our calendar, allowing you to schedule a meeting based on your availability. Your financial planner is available between 9am – 8pm ET on most weekdays, and 10am – 2pm on every other Saturday.
- Use of virtual meetings to allow for the convenience of meeting anywhere at any time. Use your laptop or mobile phone to see and speak with your financial planner, review presentations and recommendations, and to interact with the planning tools.
- Access to your financial plan within a live and interactive environment right from your mobile phone. Track your expenses, net worth, asset allocation, and pending tasks.
- Personal use to a private cloud-based vault for your important legal documents, supported by 256-bit symmetric encryption for data in transit and at rest.
- Access to your investments and portfolio holdings at any time, regardless of if they are held at Vanguard, Fidelity, TD Ameritrade, or anywhere else.
we provide services throughout the Triangle including Raleigh NC, Durham NC, Wake Forest NC, and everywhere else via virtual engagement meetings (zoom).
Ready To See How We Can Make a Difference Together?