financial planning for people who hate financial planning
HOW WE WORK
We are fee-only investment advisors and fiduciaries.
We like Zachary's pizza and talking about money.
1. We figure out where you are.
2. We figure out where you want to be.
3. We make a financial plan to get you from where you are to where you want to be.
4. We explain the plan as if you're 10 years old.