Find Your FI
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$0
About
The firm serves individual (non‑HNW) clients and offers fee‑only financial planning and coaching services tailored to personal goals. Its offerings include one‑time plans, a structured 12‑month first‑year coaching program with follow‑on options, hourly planning, and occasional educational seminars and speaking engagements.
The advisor works collaboratively with clients to develop comprehensive plans covering cash flow and debt management, retirement and distribution strategies, tax planning, estate planning, insurance review, and business planning where applicable. Investment guidance provided as part of planning is generally grounded in passive investment principles and modern portfolio theory and is delivered as recommendations rather than through discretionary portfolio management or custody of client assets.
Distinctive features include a very small client base and a time‑intensive coaching cadence in the first year (approximately fifteen sessions and ongoing monitoring), plus a pricing approach built on flat fees and hourly billing instead of percentage‑of‑AUM charges. The firm also conducts public and organizational educational seminars, and its principal holds both CFP® and certified financial therapy (CFT™) credentials, which the brochure cites as part of the advisor’s expertise mix.
Client services
Financial planning
Educational seminars or workshops
Fee options
First Year Financial Planning and Coaching: $6,000 total ($400 initial fee, $1,400 quarterly in arrears for 4 quarters); Follow-On Financial Planning and Coaching: options at $2,800, $2,000, or $1,000 annually with initial fees of $400 or $500 and quarterly payments; Ignite (one-time plan): $2,600 total ($400 initial fee, $2,200 due at delivery); Design (add-on to Ignite): $3,399 paid in 3 quarterly installments of $1,133.
$200 per hour
Fee-only: Flat fees and hourly charges only; no AUM-based fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Find Your FI
Omaha NE, United States
Number of offices
1
Forms ADV
Quick links
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