We’re ready to listen,let’s talk.

This no obligation meeting is a laid-back conversation to learn more about you, what is on your mind and ask any questions of me.

This conversation clarifies whether fee-only financial planning aligns with your personal needs.

We are a location-independent,financial planning firm.

We provide fee-only, financial planning to clients in St. Louis, Missouri and virtually throughout the United States.

No traffic to battle. No parking hassles. No need to get “dressed up” on our account.

We can easily collaborate together on your financial planning goals using technology. Like a trusted friend, we’re there for you.

If you’d like to talk through what’s on your mind right now, give us a call.