Dream. Plan. Grow.

Financial Planner Serving Charlotte, NC

INVEST WISELY, MINIMIZE TAXES & PLAN AHEAD

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What makes us different?

Simple Flat Fee Pricing

Fiduciary*

Tax Planning

*A person or organization that makes financial decisions on behalf of another party who is legally obligated to act in their clients best interest.

What we don't do:

Push products

Hide fees

Ignore alternative investment

Start Planning

Who do we work with?

Age 50+ tax efficient investors

Dentists

Small Business Owners

Sudden Money (inheritance & gifts)

“We make a living by what we get, but we make a life by what we give.”
– Winston Churchill

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Our Holistic 3 Step Approach

1. CONSULTATION

Book your free consultation call to help us understand how we can assist you. If we are a good fit, then we can progress to step two; if not, we’ll be sure to refer you to someone who can help.

2. DATA & EXPERTISE

We gather your pertinent financial information, curate your personalized financial plan & present our findings. This gives you a snapshot of the value we offer to you & your family.

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3. SLEEP ON IT

If we mutually agree that we are a good fit, we will begin the onboarding process of signing management agreements, opening accounts, and providing you with ongoing financial expertise & advice.

YOU'VE GOT QUESTIONS

How do I prepare my accounts to be tax efficient now and in retirement?

WE'VE GOT ANSWERS

Working With Your Financial Planner

After client sign on, we work closely to organize your financial life, invest your savings, and implement our financial recommendations.
We walk alongside you to ensure you’re on track to check off the immediate to-do list and track net worth, savings, investments and your other long-term goals.
We are always available to our clients as financial questions arise.