Financial Planning and Advice should be affordable and accessible

What if you aren’t rich? Most financial advisors have high minimum asset requirements that many people can’t reach. But no matter how much money you have, you still need answers the important questions you have today so that you can reach the goals you have for tomorrow.

What if you don’t want to pay expensive fees for investment management, but you still want someone to look over your shoulder once in a while? The vast majority of financial advisors are only interested working with clients who want their money managed on an ongoing basis and both are able and willing to pay a percentage of their assets in fees.

What if you just want help making sure you are doing the right things with your money?

WE CAN DO BETTER

I founded this firm to bring financial planning and advice to everyone. As a fiduciary, I strongly believe the commissions that most financial advisors earn for implementing their advice create an inherent conflict of interest that cannot be resolved. The fact is that most advisors, especially at large firms, are salespeople under a lot of pressure to meet quotas.

At Enchanted Financial Planning, you will only pay an hourly rate for the time that I work for you, and that’s it. No hidden fees. No commissions. Whether you have $100 or $1,000,000, I am here to serve you. I charge on a sliding scale so that the fee you pay me will never be more than you can afford to get the help you need, when you need it, with no strings attached.

I look forward to joining you on your financial journey!