You deserve a trusted advisor who
is a true fiduciary, giving you upfront and transparent advice.
At Financial Optimist, we are passionate about helping others live a life they are proud of. We focus on a genuine relationship with you so you can rest in confidence that you are receiving the best financial advice. We remove the burden of worrying about money and replace it with freedom to focus on the things that are most important to you and your family.
Your Financial Partner
CREDENTIALS
You get a CERTIFIED FINANCIAL PLANNER™ Professional and IRS Enrolled Agent.
FLEXIBLE
You’re busy; we get it. We communicate with you via convenient virtual meetings or even at-home visits. Financial planning intentionally designed for today.
ADVICE-ONLY
No commissions. No product sales. No AUM % fees. No hidden fees. Not just fee-only, Advice-Only. Period.
FINANCIAL COACHING
You’re ready to get serious with your finances and so are we. We put our experience and knowledge to work on the goals that are important to you. Here’s to accountability.
FIDUCIARY OATH
The highest standard of care for and duty to our clients, without compromise. Your interest is first and foremost. Always.
YOUR IMPACT
The core values of our firm are care and service. We have a commitment to offer pro-bono financial planning services to underserved and low-income families.
Who We Serve
Which of these describes you best?
I’m a Working Professional
TEAM MEMBERS / EXECUTIVES / PARTNERS
You’re many years away from retirement, but you’ve also been in the working world for awhile. Do you ever wonder if you could be doing better financially or if you are doing the right things to get ahead? It may be time for a financial progress checkup.
We Are a Mission-Driven Couple
BEST FRIENDS / BIZ OWNERS / PARTNERS IN CRIME
This is your platform to have honest money conversations with your partner while also helping you design a financial plan for the life you’ve always envisioned together. Our goals are to guide you — whether merging accounts, having an open dialogue about your financial behaviors, staying on track for retirement or focusing on aligning your investments with your values. Allow us to help your family bring your relationship with money to the next level.
I’m a Giver
PHILANTHROPISTS / COMMUNITY LEADERS / VOLUNTEERS
Supportive of your local community and givers at heart, we want to ensure that your plan reflects the legacy you want to leave. We are going to take the time to discuss your values and life lessons.
I’m a Pre-Retiree
EARLY RETIREES / ALMOST RETIREES / F.I.R.E. ENTHUSIAST
Retirement doesn’t mean you stop working. It’s simply another point in time when you want to make a lifestyle change. You may want to explore a new career, a hobby, spend more time with your family, or even start up a new business. Some people retire at 40 and some at 75. Some people never retire at all. We’ll work with you to define the lifestyle you want in “retirement" and make sure your money outlasts you — not the other way around.
What We Do
We specialize in taking the complexity of your financial life and simplifying it into easy-to-follow action items. As a flat fee-only financial planning firm, our advice does not involve selling commission products. We are built to give genuine advice to our clients to help them reach their financial goals.
Limited Financial Planning
Hourly Consulting Fee
Full Financial Planning
Project Based
Ongoing Financial Planning
Monthly Retainer
Financial Wellness
Solutions for Employers
Whether you need advice on your entire financial profile or just a few aspects, we can help. Contact us today and let us put our expertise to work for you.
How We Give
Giving back to our community is important to us. We strive to be good stewards of our resources to better the community that we live in. This includes our time, talent, and treasures.
We serve our clients with integrity and care because relationships are the foundation of everything we do together. Our firm is proud to give back to the community through financial literacy workshops, educational webinars, and pro-bono financial planning services. That is why the heart of our core mission is to do good: Good for your finances. Good for your future. Good for our community.
We are committed to giving back at least 10% of profits to charities and organizations doing good work for others. We’d love to hear about what causes you support.
Download our eBook as a Free Resource
Your Path to Financial Freedom: 14 Comprehensive Steps to Follow
