Financial Planning

Available right now in the Tucson area.

Preparedness. Knowing where you stand financially.

We connect you with a Certified Financial Planner®.

Peace of Mind. For Free.

Call us at (970)-725-6683

Or complete our form.

A hand is placing coins into a glass jar with a blurred background. Overlaid graphics include house icons, percentage signs, and upward arrows, representing financial growth and real estate investment.

65% of people with a written financial plan feel financially stable, compared to only 40% of those without a plan.

(Charles Schwab study)

What we do for you.

We believe in financial planning, but we cannot provide financial advice ourselves.

We connect you with a Certified Financial Planner or CFP®. We like simplicity and transparency. So we’ve agreed on the approach with the Certified Financial Planners we work with to provide you the with most insights at a very low cost.

A financial planner can help you avoid mistakes when selecting services you can afford later in life and what type of community you should move to. They can also help with estate planning and creating a will.

Unlike our competitors, we are hands-on and at your side.

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How it works.

  1. We pre-screen high-quality Certified Financial Planners or CFP®’s who agree with our approach to serving you.

  2. We assess your needs or the needs of your loved one. If we agree to work together, we will try to match you with a suitable Certified Financial Planner. You are free to contact them and learn about the benefits of financial planning directly from them.

  3. Your first consultation with them is free and you will gain some valuable insights into your finances. Your personal information is protected and will not be shared with us or anyone else.

  4. The CFP®’s we work with agree not to push any services onto you and will not call you back after your first consultation if you don’t explicitly agree.

  5. You can decide to end your collaboration right there and walk away with what you’ve learned already.

  6. If you decide to continue your engagement with the CFP®, they will work directly with you on tailoring the engagement and services they provide for you.

We cannot provide financial or investment advice ourselves. We highly recommend you do financial planning at least once in your lifetime (or more).

Other services we offer at no cost to you.