Fee-Only Financial Planning & Investment Management
Our clients pay us a fee for a financial plan and for money management rather than commissions. We believe this helps us minimize conflicts of interest and align our goals with the client’s goals. We encourage all clients to develop a values based and goals driven financial plan because we believe the financial plan is the foundation to their financial health and success.

Competence
We strive for excellence. Matt Alexander has 16 years of experience and has earned some of the highest designations and degrees in the personal financial consulting field, such as:
• Certified Financial Planner – CFP®
• Certified Investment Management Consultant – CIMC®
• Masters in Business Administration – MBA
• Masters of Sciences in Financial Services – MSFS

Independence and Objectivity
We have chosen to be independent, which means we are not employed by or under the influence of a large financial services company, which may or may not place their client’s interests first. This independence gives us a high level of objectivity and freedom to place our client’s interests first.

Low Cost Solution
We seek to keep total expenses low and we do that by first charging a fee significantly lower than our competition and second by searching for and selecting money managers with low fees and high tax-efficiency. We are often able to access institutional share classes at substantially lower rates than retail investors can access on their own.