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fluid financial planning, LLC

Financial Planning & Investment Management

a substance that has no fixed shape and yields easily to external pressure; able to flow easily

Things in life are always changing. Your financial plan should change with it. Let us help you with a plan that flows with your ever-changing life.

Working Families

Whether it is saving for college, retirement or your dream home, we are here to help.

Young Professionals

Paying off student loans? Thinking of a career change? Looking to purchase your first home? Let us help you with these goals!


Working on a transition into retirement can be overwhelming. We can help cut through the clutter and simplify the process.


Who We Help

Fixed Fee
 Financial Planning
Comprehensive Financial Planning
Investment Management

What We Do


What Makes Us Different?

Fee-Only & Fiduciary
Costs Matter
You Are In Control

Being a fee-only fiduciary removes conflicts of interest and biased advice. I have signed a fiduciary oath to act only in the best interest of my clients, and I receive no commissions or kick-backs from any of the products and services I provide. 

Costs can have a huge impact on your investment returns. I advocate for low-cost, passive investment strategies so clients keep more of the returns they earn. We are transparent about fees so you will always know how much you are paying for our services.

It is your money and your financial plan. You should be in control! It is my job help you develop a plan that aligns with your goals and aspirations. I will make suggestions and provide strategies on how to reach your goals, but the client always has the final say in which direction he/she feels most comfortable in going with the plan. 

No Asset Minimums

There is no required asset minimum to work with us. Everyone should have access to sound financial advice even if they have not built a substantial nest egg yet. We offer One Time and Comprehensive Financial Planning.

Gen X/Gen Y Focused

Student loans, getting married, buying a house, having children - Some of life's most important decisions present themselves before you even turn 30 years old. Let us help you plan financially for these major life decisions.

Want to know more about our Financial Planning Process?

We are here to assist. Contact us by phone or email.

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