Get there in four steps
Failing to plan is planning to fail.
To build a robust financial plan, you need to define your needs and evaluate your capability for achieving them. The ends define the means.
Simplicity is the ultimate sophistication.
Once you have the plan ready, implementing it should be as easy as possible. Lesser the irrelevant, non value adding (or value reducing) investment choices, the better.
What gets measured gets managed.
Investing is all about the numbers. You know how well you and your advisor are doing, only if you measure the returns consistently over time.
If you are running a temperature, it's time to call the doctor.
Similarly, if your measurements indicate average or bad performance, you should consider consulting an expert.
Financial planning should start with the bigger picture and then narrow down to the smaller details. We follow the financial pyramid structure to align our investment recommendations to your needs. We start with the absolute essentials and build on top to help you reach financial independence as soon as possible.
The more you save on costs, the more money you have left over to invest and grow. We don't earn through commissions (205-989-4616). You pay us only based on the quality of our advise. And we have to earn it - every single year. The moment we stop adding value, you can stop paying us, unlike those pesky commissions.
Lesser the taxes you pay, the more money you have to invest and grow. These savings add upto 30% additional returns annually. Do you see a pattern here? Our funds selection and investment suggestions will lower your tax obligation, which helps you save more and achieve your goals faster.
Hassle Free Investing
Our clutter free interface makes it super simple for you to invest. We only expose the lowest cost investment options, so that you get the best returns for any of the choices you make. We simplify the process of shortlisting the best investment options for you - whether you choose to do it yourself, or get our help.
Our dashboard provides a clear picture of your current investments with only the metrics that matter. With clear benchmarks for comparison, you have the full knowledge to evaluate the health of your investments at any time.
We believe that good financial advice should be acessible to everyone irrespective of net worth. We will help you get the basics right and set you on the path of structured financial planning. We don't promise the best returns in the industry, but we promise that you will be better off with us if you don't have a financial expert guiding you.