You value time and relationships, and think money is a tool for improving your well-being. You embrace new technology and change. You want to make smart financial decisions and appreciate that personal finance is not your area of expertise. You are working toward financial independence.
Thanks for stopping by. I’m Rob, and I’ve been helping people like you make smart and fulfilling money decisions since 2005. I’m fervent about providing conflict-free advice under the fiduciary standard, which is why I have been a fee-only planner since day one. I even have the fancy degrees and designations you’ve come to expect.
I’m not currently taking on new clients, but may be soon. You can leave your contact information at the link below, and I will be in touch when I have an opening. Many thanks for your interest!