
Contact Information
Bethlehem, PA
Meets Virtually:
Meets In-Person:
Accepting New Clients:
About Me
Bill and Grady form the team that will bring the results you desire. We’re different—very different! We use consumer facing tools that are available to you. We formed our boutique financial planning company to help those who may be competent in managing their own investments, but get lost in the weeds in developing a high-fidelity financial plan. That's understandable—there are lots of moving parts! Want an early exit from the hamster wheel (FIRE), or need to make up for lost time in preparing for retirement, children’s education, legacies, and other life goals? We're another pair of eyes for you DIYs!
Monthly:
$399+/mo
One Time Fee:
$399+
Hourly:
$199/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
DIY Investors
FIRE
Retirees
Pre-Retirees
Christians
Pre-Retirement Planning
Retirement Life Planning
Tax Strategies
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.