Objective Advice and Personalized Plan

We are proud to be one of only 1% of advisors providing financial advice on a Fee-Only, Hourly basis. We receive no commissions, sell no products, and do not require a minimum.

It begins with your vision, and with your life goals. Whether you are clear in your direction and path, or need assistance determining the best approach, we are available to provide action plans to best suit you.

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Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

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Our Mission

To empower you to make good financial decisions that will pave the way for you
to accomplish your cherished goals and enjoy peace of mind.

Connect with Us

T: (805) 543-6622
F: (805) 888-2814


Find Us

Office Location
San Luis Obispo, CA

Mailing Address
3940 Broad Street Suite 7-310
San Luis Obispo, CA 93401

Brooke's Blog

Clickable version which includes links to buy from Amazon.com here

As a tribute to John Bogle, who recently passed away, we have included many of his books on this list. 


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