This fee-only, fiduciary financial planning firm helps families, entrepreneurs, and businesses align their finances with their values and purpose. Its commission-free, comprehensive approach is designed to balance clients’ goals for today with their plans for the future, through ongoing guidance, education, and accountability. Planning extends beyond investments and insurance to include retirement, taxes, asset protection, and other needs tied to individual goals.

For families, services include financial planning, tax planning, retirement planning, investment management, cash flow planning, financial coaching, and one-hour sessions with a CFP. Entrepreneurs can access business advising and financial planning, bookkeeping, and strategic business coaching. For employers, the firm offers 401(k) plan administration, retirement plan benchmarking, and employee financial wellness programs intended to support workplace loyalty and productivity. The firm also shares financial education through articles and answers to readers’ questions on topics such as investing, inflation, retirement, debt, and home purchases. Clients can schedule a call to discuss their needs, and assets may be held at Betterment as an optional custodian.