Our Mission: To provide Fee-Only financial planning and advice to people from all walks of life, on an hourly, as-needed basis.

We believe that professional, unbiased financial advice is something that all people need, at least on an occasional basis, to build the brightest financial futures. The beauty of Fee-Only, hourly services is that you pay for just the time we work with you or for you, just like the as-needed professional services provided by your doctor, dentist or accountant.

We are presently not accepting new clients. But we do offer a special in-office “Financial Planning Working Session” for those who have a few immediate financial concerns that may be address without detailed analysis and a written financial plan. Some examples would be: an investments asset allocation, assistance in 401K/403B plan fund selection, an educational funding analysis, a summary retirement projection, etc. Please see the Office Working Session link for more details.

To schedule your special Office Working Session meeting or if you have further questions, please call us at (262) 780-0870 or send an email to CFS