Our flat-fee approach to financial planning is transparent and tailored to your needs. We offer ongoing, project-based, and hourly engagements with no asset minimums or the requirement to manage your money.
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Highlights
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In Business Since 2020
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Estate Planning
- Divorce Financial Planning
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Sentiment Analysis
Jamie was a wealth of knowledge, and was able to explain how to begin the process of restoring your financial health after a divorce to our audience in a really concise and relatable manner.
Communication is seamless and I never feel embarrassed when asking a stupid question (trust me there have been plenty of stupid questions asked on my part) for which Jamie never fails to genuinely answer without passing any judgement.
He is very knowledgeable and holds a very solid understanding of the market as well the various factors affecting financial portfolios.
I went in open-minded and expressing my interest in learning how to start to build wealth as a newbie and have had amazing results.
I have goals to work toward that I know will help me in the long term to be able to support myself and my children independently and I could not have done that without Jamie's knowledge, support, and assistance.
As a young professional, finding a good financial planner was an extremely hard and daunting task but Jamie and his team made the process so easy.
I say that truly and openly because there were times were we had to go thru and cut our budget down to the most essential things only and he was essential.
He is very detailed oriented and works in a timely manner, would definitely recommend working with him and his team.
After working with several financial reps over the years with little to no communication it’s so refreshing to work with Jamie and feel like we have a real partnership when it comes to managing our finances.
After working with nameless, faceless brokerages firms in the past, it great to know all of my finances needs are being looked at and analyzed on a regular basis.
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