About Fearless Financial
Our PromiseWe Work to help you stay true to your financial goals.
Our work is anchored by our long-held belief that helping you achieve wealth, as YOU define it, will lead to a happier, more powerful, and flexible life.
We’re All About You!
There’s no minimum asset level required to work with us and you can keep your investments wherever you want. We offer a judgment-free zone as you determine what wealth means to you. There are no stupid questions, shame, or “crying over spilled milk.”
We’re All About Living Life With Financial Freedom!
We believe you can have fun today, including thoughtful splurges, and still save for tomorrow. We want to help you live your most authentic, exquisite life by growing the resources you have.
We’re About Honest Conversations
Difficult conversations lead to more confident financial decisions. Then you can explore new options without fear.
We’re About Integrity
Our reputation is our most valuable asset, so we’ll try our very best to do what we say we will. We set reasonable expectations and strive to exceed them, with responsive feedback and support to our clients.
We’re About Progress, Not Perfection
Major goals take time, so along the way we celebrate the small wins as well as the bigger ones. If your goals change, we adjust the plan, and keep learning and improving. Sometimes the world will change and we’ll need to adjust. That’s all part of the process. Persistent small steps lead to amazing progress!
We’re About Empowering Your Financial Future
We believe that taking an active role in your finances gives you the power to grow and dream. When two partners are involved, we work towards aligning financial goals. Financial power creates options and flexibility to lead your most dreamed-about life, while protecting the things most important to you.