Hi, I'm Aubrey and I'm here to help. Advice-only, fee-only, fiduciary 100% of the time, on the hourly model for FI/RE clients with ADHD/neurodiversity.

I was a college professor for many years and now I teach couples how to approach retirement with confidence.

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

I specialize in retirement planning, earning the Retirement Income Certified Professional (RICP®) designation to provide expert guidance in this complex field. I structure my services on an hourly or project basis, allowing clients to access professional guidance without the commitment of ongoing asset management fees.

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

Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

Momentum helps early career professionals and couples navigate the personal financial world and gets them started on the right financial track.

Advanced financial planning strategies for people who want to be Financially Independent & Retire Early in the next 10 years

We help DIY investors by providing financial advice that they can implement on an hourly project or monthly retainer basis.