About Us
As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA) with nearly a decade of experience at top firms, I saw how the 1% asset management model quietly erodes wealth. Watching disciplined savers get overcharged simply because they did the right things never sat right with me. I’m Cliff, and that’s why I launched this modern practice, a transparent flat fee alternative that helps clients keep more of what they’ve earned, often saving $100,000 to $1 million+ over their investment lifetime.
Our Philosophy
We believe in our 6 core principles based around how life and money relate. We try to make investing simple and at a low cost to generate the best results for our clients.
Our Pricing
High Touch Financial Planning charges a flat fee regardless of your portfolio size whether you sell, hold, or diversify. Unlike 1% financial advisors we are not paid for keeping you invested longer but rather getting you the life you want in a conflict-free way.
Our Process
We have a 5-step process to set you up for success. Our process is designed to have a thorough look at your current situation and to create a lasting relationship built on trust and respect.
Your money should work harder, your advisor shouldn’t cost more.
Get flat-fee financial planning built for real life.
