Six focused practice areas — priced as flat engagements, not asset-based fees.
We build a one-page financial plan that fits on your fridge. Behind it sits the full spreadsheet model — cash flow, retirement projection, Monte Carlo, tax overlay — but you should never have to look at it unless you want to.
Typical engagement: $2,400 flat for the year.
Most people only meet their tax pro in April. We meet ours in October — when we can still change something.
From $450 for a simple personal return, $1,200 for an S-corp engagement.
We work with owner-operators in trades, dental, retail, food & beverage, and professional services — businesses doing roughly $200k to $5M in annual revenue.
We coordinate with your estate attorney to make sure beneficiary designations, titling, and trust funding actually match what your will says.
We model 529s, Roth-as-college, and ESA strategies side-by-side — and tell you which one actually fits your family.
We're not insurance brokers — that's the point. You get an honest, unconflicted second opinion on what you already own.
Tell us what's on your mind. The first conversation is free, and we'll point you in the right direction even if it isn't toward us.
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