Blue Coast Financial Planning
Our mission is to educate and empower you to make the best long-term financial decisions for you and your family. We believe that providing you the tools to make informed decisions, you can maximize your wealth by incurring the lowest possible fees. We are strongly biased towards the low cost, tax-efficiency, and simplicity of passive index funds. If you are looking for a stock-picker or someone to just focus on investment advice, we are not for you.
Flat-Fee Planning - 100% flat-fee financial planning means you pay one set fee for financial advice and services.
Advice-Only - You've DIYed your finances and gained a lot of experience. I help you see what you don't know. I don't take control of assets. I don't move your money around. You pay me for my advice. Control is yours
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.