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Financial Independence/Retire Early.  You buck the trend and do things differently.  You aren’t content with punching the clock at your 9 to 5 job and retiring at age 65.  Although you may not desire to retire early, you want the freedom to live life on your own terms. Cookie cutter financial planning strategies don’t work for you.


Intrigued by the FIRE movement?  Check out this podcast!

We can help you with:

  • Creating a spending plan
  • Debt repayment strategies
  • Student loan repayment options
  • Building and understanding credit
  • Navigating your employee benefits
  • Finding ways to increase your income
  • Saving for goals, such as travel or purchasing a home
  • Home or other real estate purchases
  • Figuring out what and how much insurance you may need
  • Choosing investments and where to invest (employer sponsored retirement plans, IRAs, taxable accounts)
  • Saving for children’s education
  • Ensuring you have your bases covered when it comes to wills, trusts, health care directives, etc.
  • Negotiation strategies
  • Creating a thriving side hustle
  • Expense reduction
  • Tax optimization
  • Tapping retirement accounts penalty free before the standard retirement age
  • Planning for life after you reach financial independence