Why Should You Work With Indie Financial Planning?

Transparent Fees

We are compensated on a fee-only basis – no commissions, referral fees, or hidden costs.

As a CFP® and registered investment advisor, I am required to put my clients’ interests first.

We use cutting-edge technology to make your life easier.

This includes virtual meetings, tracking your results online, and easy document access.

With a mix of plan options, we can create a plan that fits your specific needs.

With virtual or in-person meetings, we can be there for support from anywhere on most schedules.