You deserve trusted financial advice regardless of your age or the amount of assets you have accumulated.
At Your Story Financial, we put our clients needs and goals first. As a fee-only firm, we do not accept commissions and we focus on two services: financial planning and investment management. As as an associate member of XY Planning Network, we are dedicated to providing financial planning to clients regardless of age or accumulated assets by:
Offering virtual services so we can work together regardless of physical location.
Providing a fee structure that makes sense for people in Gen X and Gen Y by offering either flat or a monthly fee structure, similar to any monthly bill. We do not charge commissions.
Upholding a fiduciary oath to always work in the clients’ best interests as a sworn fiduciary.