Learn more about our approach to financial planning
Discover how our subscription-based service offers clear, practical guidance to help you navigate life’s financial milestones. Our process is designed to be ongoing, adapting as your needs evolve, and always putting your interests first.
Jordan Ellis
Lead Financial Planner
What makes our service unique
We focus on practical, actionable guidance tailored to your personal journey, not one-size-fits-all plans.
Personalized consultations every month
Each month, you’ll receive a dedicated session focused on your current situation and future priorities, with actionable takeaways for the next steps.
Transparent pricing and no hidden fees
Our $250 monthly subscription covers all consultations and support—no surprises, and you’ll always know what you’re paying for.
Ongoing support as your needs change
As your life evolves, we adjust strategies together, ensuring you’re always moving forward with confidence and clarity.
Why choose a subscription model
Consistent collaboration
With a monthly subscription, you know you’ll have regular access to a planner who understands your circumstances and can provide timely input.
Clarity and transparency
No hourly rates or surprise fees—just a straightforward monthly payment with clear deliverables and ongoing support.
Flexible relationship
As your goals and questions shift, we adapt our consultations and recommendations, so the service grows with you.
Our commitment to you
Building trust through transparency
We believe in clear communication, honest advice, and ongoing support. Our aim is to help you make confident decisions at every step, with a process centered on your unique needs.
Accessible advice
Reach out anytime for personal guidance.
Upfront pricing
No hidden fees or unexpected costs ever.
Ongoing support
Stay connected as your needs change.
Practical solutions
Real-world guidance for your goals.