Hourly Financial Planning

Get the advice you need from a team of financial planners.

Understand and take control of your finances to live your best life!

Are you tired of second-guessing your financial decisions?

Are you asking yourself questions like these?

How does this decision impact the rest of my life?

What are my other options?

Am I wasting my time searching for the answer on my own?

Who can I turn to for unbiased advice?  

Get the personalized advice you need to make the best decisions for you!

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It's Time For You To Thrive

At Avant-Garde Wealth, we know you are the kind of people who want to make great financial decisions. In order to do that, you need a strong understanding of personal finances. The problem is you do not which makes you feel insecure. We believe you deserve to make confident financial decisions. We understand that is easier said than done. That is why we provide personalized advice when you need it.

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How It Works

1. Schedule a call

2. Ask your questions

3. Get the answers and advice you need

Stop wasting your time so you can make confident financial decisions.

This Could Be You

Amber and Robin are engaged to be married and want to determine how to best manage their personal finances as a couple. Should they combine any, part, or all their money? The advice they received from family and friends created an overwhelming amount of emotions and options. Amber and Robin began the conversation numerous times but were unable to come to an agreement. After all, money conversations can be very challenging.

A team of financial planners can facilitate conversations about aligning values and financial decisions to live authentic lives. Amber and Robin can create spending and savings plans that will allow them to live their individual and shared visions of wealth as a married couple.

Sam and Diane are planning and preparing for retirement. They considered increasing their life insurance coverage. They met with an insurance agent to determine if and how much additional insurance they needed. Sam and Diane were surprised by the seemingly excessive amount of insurance the agent recommended. They also did not understand why they would need to use their investment accounts to purchase the policies. Something did not feel right about the agent’s recommendations and so they wanted a second opinion.

With the guidance of a team of fiduciary financial planners, Sam and Diane can determine how much life insurance coverage they need to confidently transition into retirement. They will learn about the types of policies available to them and determine which one is best for them. There are many options that will allow them to increase their life insurance coverage without using their investment accounts. Sam and Diane will have the guidance they need from professionals working in their best interests.

These are not clients of Avant-Garde Wealth. The examples are intended for illustrative purposes only.

Get the answers you need about your personal finances when you need them.

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Are you making excuses to avoid taking the next step?

Personal finances are too complicated for me to understand.

We believe anyone can understand personal finances with the right guide.

I don't have enough time for my personal finances.

We believe anyone can control their personal finances with the right guide.

I can't imagine what thriving would look like for me.

We believe anyone can identify and achieve their best life with the right guide.

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How close are you to achieving your goals?

If you need someone to evaluate your progress towards achieving your goals, we are happy to help.
Use this free tool to begin the conversation.

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