Samuel Lewis (CFP®, ChFC®)

Samuel Lewis focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Hourly

Investment Advice without Ongoing Management

Novice Investors

Planning Specialties

I created SJLF to be the type of resource I wish I had earlier in my financial journey. There's a ton of knowledge and resources out in the financial wilderness, but also a lot disinformation. I approach financial planning through the following lenses:

Transparent fee-only pricing with different levels of service based on your needs, no high pressure product sales or commission driven recommendations.
A Fiduciary Oath where your best interest comes first and conflicts of interest are disclosed and mitigated as much as possible.
Comprehensive planning for all pieces of your financial life, not simply focused on portfolio management or excessive trading.
Low cost, passive investment strategies in most situations based on academic research. We focus on time in the market, not timing the market.
You keep control of your accounts with no custody or discretion by SJLF.
Client education and delivery of tools that are yours to keep even after our engagement ends.
Easy to follow spend plans to make sure you're executing according to your goals but still have flexibility to spend without guilt or collect a mountain of receipts.

Additional Information

Money is personal, it is math but also emotion. It fuels our dreams, enables our lifestyles, and can also keep us up at night. Let's work together to make your money work for you, for the issues you face and the future you want to create, because we can plan for that!