GUIDING YOU TO AND THROUGH
RETIREMENT
FEE-ONLY FINANCIAL PLANNING BY A FIDUCIARY FINANCIAL ADVISOR
Optimize Retirement Ι Lower Taxes Ι Improve Investments
We like to work at the intersection of retirement, taxes and investments.
- Our expertise could help most people, but we may not be a great fit.
- We may be a good fit if you are retired or retiring soon.
- We may be a great fit if you are planning to retire before age 65.
- We may be a great fit if you are self-employed, especially if you don't have any employees.
- We really should talk if you are self-employed and planning to retire before age 65!
Services
What we do
Ongoing Financial Planning
Many life decisions are financial decisions and many financial decisions are life decisions. By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.
Investment Management
Investments are important and should be coordinated with the rest of your financial plan. We focus on the investor’s return and chances of meeting your goals rather than trying to guess which investments will outperform.
Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
1- Get a One-Page Plan
This 60 minute meeting allows us to share our thoughts and observations with you and allows you to see how we will work together. We’ll cover taxes, retirement, investments and more.
2- Get a Comprehensive Plan
Once you decide to move forward, this 3 meeting process will come with specific recommendations around retirement and other goals, investments, taxes, insurance, estate planning and company benefits.
3- Get Going
We will assist you in implementing your plan and follow a systematic process to stay on top of your finances and make sure you optimize income, don’t overpay taxes and improve your investments.
Why Choose us?
Value you get
Fee-only
Not hidden commissions
Collaborative process
Not one-sided instructions
Fiduciary all the time
Not just some of the time
Financial Planning
Not just investment management
Fully independent
Not affiliated with Wall Street
Proud Member:
Proud Contributor
I'm a Fee-Only CFP®. Here's why that matters.
Earlier in my career, I worked in parts of the industry that required me to sell products for a commission. Needless to say, it wasn’t a good fit – and it’s why I eagerly founded Provision Financial Planning as a Fee-Only firm. The only compensation I receive is from my clients, which allows me to be a Fiduciary at all times.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a NAPFA-Registered Advisor, I complete 60 hours of Continuing Education every 2 years. As an Enrolled Agent (highest credential the IRS awards), I complete 24 hours per year on taxes. While there is some overlap, that’s a lot of formal learning!
