Providing Accessible, Fee-Only Financial Advice and Tax Planning
Elevate financial planning
I love working with analytical clients to create and/or optimize their financial plan with actionable, consultant-style advice. I am intentionally set up to be paid for my time and expertise, which allows me to focus on learning and teaching, rather than selling.
– John Bush, CFP®, EA, MBA
Hourly Financial Planning
Very flexible financial and tax planning. Great for do-it-yourself investors, and for those that want a second opinion.
Project and Retainer Planning
Project (real-time planning) is a good choice for those that need help with only a couple of topics. Retainer pricing is a great option for those that want easy, ongoing accessibility to a financial planner.
CLEAR THE FOG WITH A FEE-ONLY FIDUCIARY
As a financial planner of Garrett Investment Advisors, my only loyalty is to clients–not a brokerage firm or a mutual fund company. I do not sell financial products, I do not accept commissions of any kind, and I offer and encourage hourly pricing. Although potential conflicts of interest are inevitable, a fiduciary must disclose potential conflicts of interest, and I work to eliminate as many as possible.
Throughout my academic and professional career in science and finance, it has become apparent that problem solving, process improvement, and teaching are areas of strength. Nothing makes me happier than mastering a system, and then using my knowledge to help others. Elevate Financial Planning is the culmination of this. I truly look forward to meeting you, learning about your individual needs and challenges, and utilizing my financial and tax knowledge to craft a unique, comprehensive plan to help provide peace of mind, and help you to achieve your goals.
