Those with a "Financial You Plan" have more now and in retirement...

More peace of mind, more options, more freedom, more health, more happiness, and more security.

If you want to have more, we have a Certified Financial Planner (CFP) who can create a personalized

“Financial You Plan”.

Regardless of your age or stage of life, we got you.

The “Financial You Plan” (FU Plan for short), literally and figuratively helps you get to your financial freedom date (i.e. your FU date) sooner rather later. With the caveat that you need to follow the plan.

Yes, I want an FU Plan

The “Financial You Plan” (FU Plan for short), literally and figuratively helps you get to your financial freedom date (i.e. your FU date) sooner rather later. With the caveat that you need to follow the plan.

Without a plan, you’re just winging it and winging it doesn’t work. Trust me, many people have tried this. It doesn’t work.

The FU Plan is comprehensive, simple to follow, and includes everything in the graphic at left…everything from cash flow analysis to retirement planning, from tax planning to legacy planning, we’ve got you.  The plan is personalized to your goals and situation, and you learn A LOT about yourself and your money in the process.

The FU Plan is also affordable with a unique “income based” flat fee structure. You pay (i.e. invest in you and your family’s financial well-being) an annual fee equal to 2% of your annual income. You make $50k, you pay $1k.

Alternatively, you can opt for a “monthly” planning fee of 3% of your income. So on $50k, your fee would be $125/per month.