Dependent Care FSA: The Childcare Tax Optimizer
Hey parents, do you have access to a dependent care FSA (flexible spending account) through your employer’s benefits?
Fee Only Financial Planning for Young Families
Create Your Path To Financial Independence
Flat Fee
Fees that are not based on the size of your investment portfolio. We believe in transparent and predictable pricing through a set fee.
Fee-Only
No product sales or commissions. Just independent, objective, and unbiased financial advice.
Fiduciary
Putting your best interest above everything else. As a CFP® professional, I’m obligated to act as a Fiduciary.
As Featured In
A MODERN FINANCIAL PLANNING EXPERIENCE
You desire a unique experience with everything that you do. Your financial planning experience should be no different. A modern financial planning experience allows you to focus on living a life of happiness today while also being intentional with your money for tomorrow. Many impactful life transitions occur in your 20’s, 30’s, and 40’s. Whether this is growing your family, buying your dream home, changing careers or starting a business.
Life Transitions = Opportunities For Smart Financial Planning.
We believe in expanding the accessibility of powerful financial planning, backed by transparency, unbiased advice, and an experience focused on you. This is how we offer a modern financial planning experience.
Can You Relate?
You know that your money impacts so many aspects of your life. While you would love to dedicate the time to becoming an expert in everything finance, life is busy, and you prefer to spend your precious free time doing what matters most to you. Whether that is:
- Spending more time with your children
- Volunteering time with your favorite organization
- Pursuing your hobbies and passions
- Traveling with your spouse or friends
The Value of a Financial Planner
You realize that having a financial planner in your corner will empower you to use your money as a resource to live your optimal life.
Everyone has the right to take control of their finances, but the thought of doing so can be overwhelming. How would your life be different if you organized your money goals? If you were able to create Your Path forward toward financial independence? If this resonates with you, we may be a good fit to work together.
Getting clear with your money goals can help you reduce stress, become more aligned with your spouse, and achieve a fulfilled life. Are you ready to break away from societal norms to create Your Path to financial independence? Let’s connect to learn how we can put together a plan to get there together.
Parents: You Need A Will
If you’re a parent with young children, having a Will is essential. Nobody likes to think about death, but planning for the worst becomes even more important once we have little ones that depend on us.
High Yield Savings Account: Elevate Your Cash
Millennials enjoy using the endless resources available to us online to make sure that we’re getting the most bang for our buck. Maybe that’s getting the best deal on your next vacation, or, it could be getting the most out of your cash savings with a High Yield Savings Account (HYSA).
