top of page



Objective Advice Since 1981


Fee-Only Financial Planning, LC is built upon pillars of simplicity and practicality. We are proud to provide our clients with a highly personalized collaboration.  We recognize that meaningful financial counsel cannot be automated or generated from a template.  Our goal is to build a lasting alliance with clients in all stages of life by offering valuable objective advice in support of financial freedom.  We invite you to become a part of our mission.

Finished GROUP PHOTO 2.jpg

"What has been will be again, what has been done will be done again;  there is nothing new under the sun."

                                                                                          Ecclesiastes 1:9 (NIV)

We like to think of ourselves as tried and true. Slow and steady. We don’t mind being called boring. We aren’t market timers, day traders or wizards. We aren’t interested in complicated strategies or outsmarting anyone. If you are, please keep looking. For these reasons and more, we take the long view, and we are drawn to clients who share our mindset. We are relationship people and generally only accept client engagements we anticipate will endure. If this resonates, let's talk.

bottom of page