Financial Planning


We all need a roadmap.  Whether you are nearing retirement, just entering the workforce, or emerging from a devastating divorce - you need a plan. We take a holistic approach to financial planning and can help you manage your financial life in concert with your personal values and goals.  

We are available for consultations on an hourly basis.  We will also manage your investments in affiliation with Personal Financial Planning, LLC.   We practice as fiduciaries (i.e., decisions are made based on the best option for you) and are fee-only meaning we do not receive commisions for any investment options we recommend.



Investment advisory services are offered in affiliation with Personal Financial Planning, LLC.  We are a registered investment advisory firm in Alabama and Texas, and serve clients in other states as permitted by law.