REFRESHINGLY DIFFERENT
Your Plan for YOU
Financial Plans are not “one size fits all”, it’s not even close. We know everyone has different aspirations and thoughts on all things in life. We get to know YOU and help make YOUR plan for YOU, and nobody else. Your life is unique, shouldn’t your financial plan? See Financial Life Planning for more info.
Proactive
We not only look at adjustments we need to make now, but meet with you on a regular basis to find out what we need to be doing to help you as your life changes. This gives you a better opportunity to make informed and thoughtful decisions. Clients are always free to call us whenever they need, even if it’s not scheduled or they want to bounce an idea off us.
No B.S.
Simplify
the Complex
No B.S., Sales Speak, or Industry Jargon- just caring and thoughtful financial plans to let you know where you are and what you need to do to have the best chance of getting where you want to go. If we are forced to use a technical term, we will make sure you know what it means and why it’s important. We believe in transparency and make every effort to be as transparent as possible.
We work with people from all walks of life and remain accessible. We have offered virtual services since our founding in April 2019 and do not offer in person meetings on a regular basis. If we happen to be in the same city as you, we will certainly offer to meet up in person. We are located in New Orleans, LA and serve clients across the country.
Flexible
Fee Only
We only make money from the fees our clients pay us. Ask your current adviser if client fees are the only way they make money, if the answer is anything other than a direct “Yes”, ask them to explain in as much detail as possible. You will likely learn a few things you did not know.
We are proud to be a fee-only firm.
We endeavor to make the complex simple. For most people, personal finance, investing, and all things money-related might as well be a completely different language. We try to explain using plain English, but sometimes that’s not possible, and we have to use “finance speak”. When this happens, we will do our best to educate you and point you to additional resources.
How We Meet With You
Video Meetings
We use Microsoft Teams as it is encrypted and does not require you to download any software. We present all items on video as we do not have a physical office location...yet… This allows you to ask any questions you might have and make the experience as close to an in-person meeting as possible.
Asynchronous Video
We use loom to record and send you a video of anything we would want to cover. Sometimes it’s necessary to show something visual, but scheduling a meeting is unnecessary. We also use this medium when scheduling becomes difficult and you want to review the material on your own time.