Founder’s History
After a successful engineering career and implementation of a self-performed investment plan, I embraced the Financial Independence, Retire Early (FIRE) movement. “Retirement” or transitioning out of the career you have built over decades is a significant life event, particularly when it occurs prior to normal retirement age. Therefore, I sought guidance to ensure that my financial picture was in order and that I was on the best path toward achieving established goals and maintaining lifestyle. Like many others, I struggled to find advice that encompassed the comprehensive picture or advice that was not predicated upon the advisor earning commissions off products that they sold. The most common deficiency I ran into was that planning did not adequately consider the impact of taxes, which play a role in most every financial decision and have a significant impact on long-term plan success.
When I was unable to find the planner that I was looking for, I went back to college and took formal financial planning classes. Although I had done pretty well in managing my own assets, I learned many things that could have been done better and was able to find many advisors that fit with my philosophy and who provided valuable mentorship. Ultimately, I came to realize that I could use the knowledge gained to help others. I embarked upon a second career dedicated to providing fee-only comprehensive financial planning advice to like-minded people who are looking for a partner along the journey of achieving a prosperous and successful life.