Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

As a former engineer I enjoying working with curious investors who seek to understand. No handwaving, just data and transparency.

Serving mid- to late-stage corporate and non-profit professionals, I believe in the value of ongoing planning but can also work on a project basis.

I serve clients by providing flat-fee and hourly financial advice on things like reducing their tax bill, investing smarter, and retirement income.

Want financial independence? I teach you how to get there. I'll help you master your money—from clarifying your current state to building and implemen...Read more

We help DIY investors by providing financial advice that they can implement for a flat fee.

Hello! I'm Justin, founder of Just Advising. My practice is for young adults and family starters who want to demystify their financial complexity.

I help rural and middle-income families to learn about personal finance so that they can create Generational Wealth and change their families futures....Read more

Balancing all aspects of life is challenging. Let us help you with the financial pieces.

Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...Read more

I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....Read more

I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

I guide physicians and healthcare professionals with tax-smart, values-centered planning built through open, collaborative conversations.

Advice-only financial planner helping you make smart, informed financial decisions with confidence.

Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.

Serving families with a focus on comprehensive ongoing financial planning. For those that want more limited engagements I also offer hourly/project p...Read more

I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this compl...Read more