What We Do

You matter to us! So we keep our book of business small. Each advisor will have no more than 50 clients. We are here for YOU.

We provide the following fee-only services after we have found out what you value in life:

  • Ongoing Financial Planning
  • Investment Management Services focused on sustainability and ESG criteria
  • Social Security Timing
  • Retirement Income Planning
  • Tax Planning
  • Charitable Giving

As a fee-only, fiduciary, and independent financial advisor, Donita Baze, the owner, is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

We are a virtual business. We do not meet clients in a traditional office space. We work from our home offices and engage with clients in secure, on-line environments such as Zoom (video conferencing) and PreciseFP (file sharing).
We serve clients all across the U.S.