Achieve Your Goals with a Plan that works for you

Unbiased Financial Advice and Expert Guidance

With years of experience and expertise, our platform provides comprehensive financial planning solutions to collaborate with individuals, families, and businesses to achieve financial stability and growth.

As a Certified Financial Planner dedicated to offering personalized consultations and guidance, ensuring that each client receives tailored financial advice to meet their specific needs and maximize potential to meet their financial goals.

Value Proposition

Unique Value Proposition

Personalized Solutions

Access to resources and ebooks to educate and empower all on financial management.

Comprehensive Insights

Diverse range of knowledge available for your unique or not so unique financial situations.

Empowering Your Growth

Personalized consultations with a Certified Financial Planner to provide individualized guidance and strategies for financial success.

Efficient Solutions

Time Savings

Objective insights

Limit emotional decisions

15+

Years of Experience

Staying on track

For Financial Success

Founder and Financial Planner

Empowering individuals to achieve financial clarity and confidence through expert guidance and personalized strategies.

Andre Small, CFP(R), MBA

Financial Planning Services Infographic

Financial Planning Services

Choose the service that fits your needs. Transparent pricing based on flat-fee model. No hidden costs or fees for Assets under management (AUM).

Tactical Plan

$1,800

2-week engagement

Address top financial pain point
Detailed plan of action
Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management

Strategic Plan

$2,520

3 to 4 Week engagement

Address top three financial focus areas
Includes all Tactical Plan features
Also, includes:
Retirement Planning
Education Savings
Tax Planning

Comprehensive Plan

$3,000

3 month engagement

3-month engagement with additional planned sessions
Covers all areas of your finances
Includes all Strategic and Tactical Plan features
Also, includes:
Insurance
Estate Planning
Real Estate

Want additional support?

After your initial Comprehensive financial plan is delivered, I provide continuous financial planning for all financial situations and life events that may arise.

Ongoing financial planning cost is up to $777.79 a month.

On-Going Financial Planning Infographic

On-Going Financial Planning

What to Expect

Quarterly Meeting # 1

Schedule joint meeting with your CPA/ Accountant
Discuss rebalancing options
Discuss prior year Tax Strategies
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 2

Discuss Tax Strategies for current year
Life and Disability Insurance review and/or apply relevant updates
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 3

Estate: Planning for unexpected tomorrow now
Consider end of year investment strategies
Workplace benefit reviews
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 4

Review Cash flow and budget projections
Shifting focus to new or previous goals not yet started

Annual Review

Completed annually, including updating your financial plan.

Shifting focus to new or previous goals not yet started.

Ready to learn more?

Let’s talk, review the pricing page, and select a planning strategy that works for you. Followed by completing the form and selecting a day and time that works best for our initial complimentary conversation.

Let’s Get Started

Frequently Asked Questions

Find answers to commonly asked questions about our services.

What can I expect in our first meeting?

In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together.

Do you offer a free initial consultation?

Yes, we offer a complimentary consultation to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, current situation, and how we can help. It’s also a chance for you to ask any questions about our firm and approach to financial planning.

Visit our pricing page, select an option that best suits your needs at this time. Followed by completing the initial form and selecting a time on my calendar to meet.

If we decide to move forward with a Financial Planning engagement, flat fee payment is made at that time.

How do you charge and what are your fees?

I operate as a fee-only financial planner with transparent pricing. The fees are for comprehensive planning, and/or ongoing financial planning.

I also collaborate with you on a flat or hourly rate based on the complexity of your needs. During the initial consultation, we’ll provide a clear breakdown of all fees so you know the costs before committing.

How often will we meet?

Meeting frequency is tailored to your needs. Typically, we meet 2-3 times during the initial planning phase to develop your plan. Afterward, we hold quarterly check-ins and conduct an annual comprehensive review. We’re also available for additional meetings whenever life changes or financial questions arise.

Do I need to have a certain amount of money to work with you?

I do not have asset minimums, my services are based on what you would like to accomplish, and how I can collaborate with you to achieve your financial goals. With that being said my services are most beneficial for clients that can comfortably pay for the financial planning engagement and/or ongoing financial planning. I understand that everyone’s financial situation is unique. If you’re below this threshold but are committed to growing your wealth and believe our services could be valuable to you. I encourage you to reach out for an initial consultation. I can discuss your specific needs and determine if we’re a good fit for each other.

How do I keep track of everything from the Financial Planning engagement?

I provide several tools to keep you informed, including regular financial planning recommendations and actions achieved, portfolio reviews, and access to a secure client portal for viewing accounts and documents. You’ll also receive quarterly insights and adaptive updates, annual comprehensive reviews, reviews of statements from your account custodian, and reviews of tax returns. I’m always available to answer any questions about your accounts or financial situation.

How do you make referrals to other professionals?

I refer to professionals, like accountants and/or attorneys, based on their expertise and how well they meet your specific needs. I don’t receive compensation for referrals, ensuring unbiased recommendations. I’m happy to coordinate with them on your behalf, but you’re free to choose your own professionals. My goal is to build a team that supports your financial life seamlessly.