I help early retirees navigate the nuances of early retirement, by crafting unique financial strategies in achieving financial independence, that alig...Read more

I specialize in helping my fellow seniors age 60+ navigate challenges with retirement income, asset protection, safety, health, and legacy planning.

I'm a former CFO, COO, and Fortune 50 strategy executive who helps DIY Investors confidently take control of their financial future.

Jim runs a flat fee, retirement-focused firm. He is the author of two books, is a published researcher, and the holder of three patents.

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

As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Alex combines deep technical knowledge with strategic insight to delive...Read more

Hi! I partner with early- to mid-career professionals and families to maximize their life with high-impact, accessible planning.

I help millennial families with equity compensation enjoy life now and feel confident about the future.

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

Hourly financial planning with no strings attached. Simply pay for the time you need when you need it.

Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

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

Helping financial planners give advice, not sales pitches!

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

Patrick is your personal Chief Financial Officer. His main goal is to give you the best tools possible to improve your financial decisions.

At Livelihood we work with early- and mid-career clients who are looking to balance a joyful and meaningful life with long-term financial stability.

I support Validators and DIYers with financial advice at personal checkpoints. Advice only, and only when needed.

I am an early retirement planning expert. For a flat dollar fee, I offer one-time plans that include ongoing access to my powerful planning software.