Founded 2011 • Angie's List since April 2012
I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.
We offer comprehensive financial planning services and a la carte financial planning services focused on specific client needs. Should you enlist our services, we provide objective financial planning services at a rate of $175 per hour as needed by the client. The amount of services requested and needed are chosen by the client. We also provide asset management services for clients without receiving any commissions.
We do not sell any securities, financial products, or insurance. We do not receive any commissions or referral fees.