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One household, one plan.
Fee-only financial planning for married couples building one plan instead of two.
About
Most couples arrive with two sets of accounts, two philosophies about spending, and no shared picture. We build the shared picture first and the plan second. No products, no commissions.
Couples merging finances, or who never quite did.
Fee-only and fiduciary, so the advice does not depend on what you buy.
Credentials & Licensing
CFP, Certified Financial Planner
Specializations
financial-planning · budgeting · shared-goals
New Client Availability
Accepting New Clients
Location & Availability
Contact Information