We help you reach your goals, whichever path you choose.
We put money in the hands of good people to help them do good things.
At Flexible Finances, we are profoundly aware of the impact we have on the world around us and the power we bestow on others through building wealth for them. This is why we have focused on those people who have dedicated themselves to roles that help others, making financial planning accessible and affordable to them at all stages of their careers.
Accessible financial guidance like never before.
Clients can participate in seminars, workshops, financial counseling and financial planning through in-person meetings, videoconference, phone, email and even text.
What You Can Expect From Our Planners
The CFP© Standard
Our CERTIFIED FINANCIAL PLANNERS are held to the strictest standards of client care with professionalism, diligence and confidentiality.
Sworn Fiduciaries
We take an oath to put your interests and needs first, no matter what. As fee-only planners we sell no financial products and don’t represent any insurance or investment companies.
No Sales, No Commissions
Our singular focus is building your financial strength and reaching your goals. As we sell no financial products, you never have to worry there will be a sales pitch hidden in the conversation.
Proven Commitment To Young Professionals
The planners at Flexible Finances have a total of 16 years of experience working with young professionals (approximately ages 25-50), a group that is commonly overlooked by the financial planning industry. We know from experience that young professionals are smart, savvy, and hard-working. Their only impediments to financial independence are the knowledge to act and the guidance to lead them through their first financial decisions. Our goal is your financial independence, not dependence on our firm.