Jargon-free financial planning.
ReFrame Financial Planning is on a mission to shift the mindset around wealth, wherever you are on your financial journey. As a fee-only, flat-fee financial planner, I start by getting to know you. Your values, passions and purpose. Together, we’ll explore what your money is doing and what it can do for you. Plain and simple.
Flat Fee. Fee only. No guessing.
And three ways to get started.
Ready for some financial clarity?
Financial Quick Start
Ready to assess your financial future?
Whether you’re single or a couple who already has a retirement account and wants to look at optimizing finances, this check-in will help you see the big picture of your financial life.
Shift and Refine
Looking for a financial accountability partner?
DIYers looking for an a knowledgeable resource will get an expert to help you take charge of your finances with the confidence you need to reach your goals.
Fortify Your Future
Need a trusted partner to help manage your assets?
Get the peace of mind that comes from delegating asset management to a financial advisor who helps monitor investments and coordinates with other financial partners.