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Independent, fee-only, hourly financial planning.
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Independent, fee-only, hourly financial planning.
Winston-Salem, NC
Florida State University, Doctor of Philosophy (Ph.D.), Finance | University of North Florida, BBA, Finance | Indian River State College, Associate of Arts
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I consider myself very financially literate, but I was getting overwhelmed by the plethora of information out there on how to successfully plan for financial goals and retirement. Stephan took all the guesswork away, created a clear path, and provided much needed reassurance. We look forward to our meetings and are excited to share our progress each time! We always come away with concrete action items and it feels good to take ownership of our plan with his guidance. Thanks so much, Stephan!!
I was looking for an advisor that would give solid advice as my wife and I approach retirement, without conflicts of interest. Stephan has lived up to my high expectations. Concrete advice that is easy to understand, flexibility, availability, and no conflicts of interest. Meets our needs completely.
Having been with a previous planner a long time, I thought I knew what I wanted. I wanted a mix of coach/cheerleader that let me lead, but who brings expertise and knowledge I lack. Stephan has been that–and MORE! He’s incredibly smart, great human skills, and a subtle and kind desire to help that’s very comforting. This mix of technical savvy and support is an awesome fit for my needs. I like being coached and supported by Stephan and think we’ll be together long term! I certainly hope so.
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