Fee-only financial planning · Madison, on the isthmus
Plain answers about your money. From people you pay directly.
Fee-only financial planning · Madison, on the isthmus
We plan with university faculty and staff, nurses and hospital staff, small-business owners who want to sell someday, and retirees who want one person for taxes and investments.
Who we help
- One hour, freeYour first meeting, on the isthmus or by video
- $4,800 a yearWhere planning starts, at a flat fee
- Six advisors and a CPAIn one office, working on one plan
Who we help
Four kinds of people walk through our door. Each arrives with a different knot.
University faculty & staff
A pension, a 403(b), a 457. How does it all add up?
Nurses & hospital staff
I work nights. When would I even sit down to do this?
Business owners
Most of what I own is the business.
Retirees
I want one person to call.
What we do
Retirement planning
When you can stop working, and what you'll live on once you do.
Tax planning with our own CPA
Dana Field, our CPA, works down the hall from your advisor. The tax side of every decision gets answered in the same office.
College savings
For your children or your grandchildren, planned next to everything else rather than against it.
Estate plans, with your attorney
We work with your lawyer so your plan and your documents say the same thing.
Fee-only
How we're paid
We're fee-only. You pay us, and nobody else does, so there's nothing for us to sell you.
Planning starts at a flat $4,800 a year. If you'd also like us to manage your investments or prepare your tax return, those are priced separately, and we'll talk through them at the first meeting.
The people you'll meet
Six advisors and our own CPA, under one roof on the isthmus.
Meet the teamWhat happens first
- Book the hour.Online or by phone. It's free.
- We listen.You tell us what's on your mind, and we ask about your goals.
- Your summary arrives.One page, in plain words, within a week.
On the isthmus
Our office is on the isthmus, between Mendota and Monona. Rather meet from your kitchen table? We meet by video too.
410 Lakeview Terrace, Suite 200, Madison, WisconsinMonday to Friday, 8:30 a.m. to 5:00 p.m. · Evenings by appointment
Start with one free hour.
One hour, free, at our office on the isthmus or by video. We listen, ask about your goals, and send you a one-page summary within a week.