Financial coaching for regular people
Your money questions answered. No sales pressure. Just help.
I provide fee-only financial advice for people of all income levels.
I’ll help you manage your financial life and answer your questions, without any sales pressure, and no income or asset requirement.
No Pressure. Just Help.
My typical client is looking for something different from the traditional financial advising experience.
I provide advice only, so I don’t care how much or how little money you have, and I receive no commissions so there’s no sales pressure.
How I Can Help You
Debt Payoff
Whether it’s credit cards, car loans, or mortgages, I’ll show you how to get to zero balance
Retirement
How to save for retirement while still meeting your immediate financial needs
Home Buying
Deciding how much you can afford and navigating the mortgage process
College Savings
Balancing college saving with other priorities
Budgeting
Go from wondering where your money goes to telling it where to go
Saving and Investing
How to grow your money and when to save vs. invest
What I Don’t Do
Provide legal or tax advice
Always seek out a qualified attorney or CPA for legal and tax advice
Sell or Recommend Financial Products
I don’t sell or recommend specific stocks, bonds, mutual funds, insurance or other financial products
Invest your money
I don’t invest money on your behalf
Customer Feedback
Frank gave me straightforward, clear advice, in a caring way. I had been looking for a financial advisor and felt intimidated. Frank was easy to talk to, and thoughtful in his answers and suggestions. I now have all the information I need to prepare for my retirement, and am so grateful.
- K.O.
He listens so well and then reflects on what he has heard. Then, and only then, does he render a suggestion. A gift rarely encountered these days.
- J.S.