Hey, We’re Nic And Jeff.

We Design Financial Plans For Busy Executives and Their Families

Start Today, With The Financial Fortress Blueprint™

Choose Know My Plan Because You Want To… 

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Know What You Own and How It Impacts Your Life and Loved Ones

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Replace Financial Ambiguity and Confusion With Clear Next Steps

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Address The "3 Barbarians" Trying To Take Your Money

Dollars and Diagrams

Check Out Our Blog, Dollars and Diagrams, Where We Explain Complex Financial Topics With Easy-To-Understand Diagrams

 Click the icons below to learn more about each topic.


College Planning


Disability Insurance


Estate Planning




Life Insurance


Retirement Funding

Two CFP® Professionals On A Mission To Simplify Financial Planning

We’re On A Mission To Help Busy Executives Across The Nation Conquer Their Finances


A true financial partner who acts only in your best interest.

Fee-Based & Independent

In an advisory capacity we work for you and are paid by you and you alone.

Custom-Tailored Plans

Get a financial plan that is built around your needs and situation.

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Most Financial Plans Are Overwhelming (And Boring)…

So We Turn Ours Into Fun Stories To Make Them More Interesting. Castles, Moats, and Barbarians Included…Yeah, Really.

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10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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