Customized financial planning built to help you live the life you love.
Fee-only financial planning with expert guidance and personalized strategies that fit your life, not someone else’s template.
We’re here to help you thrive.
With over 20 years of experience, we provide expert financial guidance to help you clarify your goals, grow with confidence, and build lasting self-reliance. As we work together, we’ll help you understand the “why” behind each decision, so you walk away with not just a plan, but the knowledge to navigate your financial life with clarity. Less time sorting through complexity, more time focused on your next adventure.
Find your waypoint.
Discovery
We begin with a comprehensive review of your financial situation - your current position, past decisions, and your future goals. Through meaningful conversation and thoughtful questions, we uncover what matters most to you. This step sets the foundation for everything that follows.
Wayfinding
With a clear view of your landscape, we create a personalized plan tailored to your life. We develop practical, flexible solutions that reflect your goals and empower informed decision-making. We design strategies that align your money with your life - clear, actionable, and built for the long haul.
Navigation
We don’t stop at planning—we help you put it into action. From coordinating next steps to being a sounding board for new decisions, we’re here as your guide. As life evolves, we make thoughtful adjustments to keep you aligned with your goals.
Explore the boundaries of what’s possible while securing your financial future.
Services
Ongoing Engagement
Monthly fee - cancel anytime.
We begin with an intensive phase to tackle high-priority and time-sensitive items. We work through your entire financial picture, leaving no stone unturned. Then, we follow a seasonal rhythm to stay ahead of what matters most, like tax planning in mid-year or benefits reviews in the fall.
Ideal if you value regular check-ins, guidance, implementation support, and a flexible plan that adapts to your needs.
Complex Project Engagement
Overall Financial Review
Preparing for Retirement
Flat fee, split into two payments (half upfront, half at completion).
Timeframe: Typically 3–6 months
Scope: Tailored to fit your needs and budget
Additional work: $350/hour, only with your approval
Hourly Consulting
Do you have a specific question or document you'd like help with?
We’ll meet for an hour, and I’ll follow up with a summary email.
Fee: $350, with payment due upfront
Timeframe: One-time meeting
Additional work: $350/hour, only with your approval
One-Topic Projects
Common topics include:
Tax projection & planning
Investment strategy
Education funding
Other focused analyses (e.g., home purchase, job change)
Flat fee, split into two payments (half upfront, half at completion).
Timeframe: About 1 month
Additional work: $350/hour, with your prior approval
Pro Guide Planning
Tailored financial planning for professional fishing and hunting guides — to help you build stability and freedom both on and off the water.
My goal is to be your trusted go-to for financial questions and solutions.
Cost is customized to be affordable for working guides.
Professional Designation & Affiliations
Finance with a bit of fresh air.
We help people who love the outdoors get organized financially, so they can spend less time stressing about money and more time outside. With clear advice and practical systems, we’ll create a plan tailored to your goals and lifestyle. Let’s get started.