No Minimums, No Sales
Financial planning advice for an affordable monthly fee
from a CFP® professional

Find an advisor

Subscribe to our newsletter to receive valuable financial education

Monthly Retainers

You pay for your life monthly, so why not pay your financial advisor monthly? Our advisors offer affordable monthly retainer services so you know you have a financial planner looking out for you throughout the year.


All of our advisors are fee-only, which means they don’t accept commissions, referral fees, or kickbacks of any kind. You can rest assured knowing that our advisors work in your best interest 100% of the time.

CFP® Professionals

The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors to be listed on the advisor profile search.

Featured In:

new york times logo image

From the Blog

Is It Financially Responsible to Own Pets?

Posted on
Financially Responsible Pet Ownership

Pet owners know what a difference having a pet makes in their lives. Pets can bring increased joy and companionship to people everyday. But like having children, having pets also costs money. From food and medical care to toys and grooming, plus unexpected emergencies, pets can cost a pretty penny. Although we love and care for […]

5 Options for Millennials and Cash Savings

Posted on
Millennials need to stop hoarding cash savings and invest wisely instead.

Millennials are hoarding cash like it’s going out of style. Gen Y prefers to see their cash in what they see as completely safe and reliable savings vehicles (read: regular savings accounts down at the local bank) over potentially risky investments in the market. It makes sense, too — or at least, it makes sense […]