About           Services           Contact          
About           Services           Contact

Financial planning
for our modern world.

We offer more than a plan, we’re the partner that has your back.

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Financial services
for real people.

Nancy meeting a client
Smarter Financial Solutions was born out of the need for a change. I heard from people over and over that they felt patronized, ignored, even lied to by financial advisors. Our clients are our family. We provide independent, fee only services that ensure we’re all on the same team. No commissions here. As a Registered Investment Advisor we have a fiduciary duty to act in YOUR best interest. From planning to investment management to advice on buying a car, we are your financial life partners.
WARNING:  WE DO NOT ACCEPT CLIENTS THAT WE WOULDN’T WANT AS FRIENDS!

Financial Planning

From one-time specific needs, to lifetime comprehensive planning.

Investment Management

Full unbiased portfolio management customized for your situation and risk tolerance.

Divorce Planning

Comprehensive financial analysis and guidance on negotiations.

 

Financial Coaching

Basic money skills for the non-CFO that needs to begin managing daily finances.

Our Services
Smarter Financial Solutions - Woman with phone

Ready to stop worrying?

Set up your free consultation.

Your session will be our first chance to get to know each other and see if we’re a good fit. To best prepare, having a list of your assets and debts as well as some general financial goals and/or concerns will be helpful.

Get Started

Access

your account.

New Customers:

Go to TDA Investor Access and select Get Started.

Enter your Account Number and Zip Code on file with TDA.

Select Continue & follow the prompts to complete the set up.

Future Access:

 For future access, click Access Your Account in the navigation bar at the top of the page and enter your username and password.