Fee-Only Virtual Financial Planning & Investing

What does it mean to be a virtual financial advisor?

We believe financial planning should fit into your life—not the other way around. Virtual meetings remove the stress of commuting, parking, or squeezing in one more appointment during a hectic day. Whether you’re navigating equity compensation, preparing for retirement, balancing saving and paying off debt, or looking to align your investments with your values, we bring expert advice directly to your screen. Our secure online tools make it easy to upload documents, track progress, and stay organized between meetings. You don’t have to be local to get personalized, high-quality advice. If you’re looking for a virtual advisor who listens, understands your goals, and delivers thoughtful, fiduciary guidance—we’d love to meet.

Our clients appreciate the freedom to connect from home, the office, or even while traveling. We’ve designed our process to be simple, transparent, and collaborative—so you always know where you stand. From our first Discovery Meeting to ongoing check-ins, we’re here to provide clarity, confidence, and a personalized plan that evolves with your life.