Fee-only Financial Advisor & Certified Financial Planner™ (CFP®) based in Charleston SC, serving clients across the USA.
As fee-only financial advisors, we do not sell insurance, profit from high-expense funds, or get kickbacks of any sort. While we don’t sell, we do advise on everything that impacts your finances – to assure you have the best options at the best pricing.
Are you ready tocreate a plan for your finances – to accomplish big goals likemaximizing your business’s value, paying for college, or preparing for a comfortable retirement? Then it’s time to Maximize Your Money!
Working with a Financial Advisor who is a Certified Financial Planner™
When working with a Fee-Only Certified Financial Planner™ (CFP®) professional we leverage a relational process to help clarify your current financial state, explore your ideal vision of the future, then evaluate and implement options to achieve as many of your financial goals as possible.
Per the CFP Board, Financial Planning is defined as: “Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of a Client’s personal and financial circumstances.”
At a high-level, a comprehensive financial planner’s goals are:
Helping make sure that for every dollar you earn, you keep as much as possible. (Tax Review and Planning)
Helping you grow your dollars. (Investment Education, Planning and Management)
Helping you protect your dollars. (Insurance and Risk Management Planning)
Helping you maximize your dollars. (Cash Flow and Efficient Spending Planning)
Helping assure that if you die with a dollar, it goes where you want – efficiently. (Estate Planning)
Implement a personalized investment plan created to help accomplish your specific life goals. We also educate clients because we believe in enabling intelligent investors.
Investing doesn’t need to be complicated. Fee-only Certified Financial Planners can build a low-cost portfolio to help achieve your goals – and clearly explain the reasons behind it. Make sure your investment plan is in alignment with your overall financial life plan.
Leverage over 20 years of small business experience to minimize your risk, lower your stress, and maximize your results. Business owner's needs are unique and we get it.
Maximize Your Business
From enhancing financial statements to guidance with sustainable growth, we can help you maximize your business’s value – and your personal benefits of being an entrepreneur. Let us help you navigate the unique challenges of financial planning for business owners.
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