A Modern Financial Advisor

Does the term "personal finance" make you want to run and hide? Do you and your spouse drag your feet to accomplish financial goals or worry that you're not doing the 'right' thing with your money? When someone mentions their Financial Advisor do you think of a big, old banker or insurance salesman who sells high commissioned products layered with hidden fees? Have you seen the fees that full-time financial advisors charge and think, "I make good money, but why does this seem so expensive to me?" Instead, do you wish you had an affordable, neutral third party who you could ask for honest advice and who truly cares about you and your family? Who always puts your financial needs first, instead of maximizing their own profit?  Welcome to Bmore Financially Fit.

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HOW IT WORKS: We are a fee-only fiduciary financial planning service. What that means is that you pay a price which has been mutually agreed on before we ever sign a contract and nothing else. We do not sell any insurance or investment products, nor do we make any money off any trades, referrals, or opening of accounts. No other companies influence our advice and we are required by the CFP® Board to always tell you what's best for you and your family by always acting as a fiduciary. We meet with clients primarily online. That way, you're always in the comfort of your home while saving both of us time and money. If you are located near Baltimore, Maryland we do offer in-person services upon request.

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OUR PRINCIPLES:  We do not just advise but aim to accomplish our client's financial goals. We believe in simplifying your finances and working with you to reduce stress and take the worry out of life. Whether you're an individual who needs a second set of eyes on things, or you're a couple looking to navigate shared finances with a vision for your family's future and retirement, we'll be there to guide you through all of life's financial challenges.     We promise to always keep an open mind and update our beliefs as our world changes. Finally, we believe a client should always be given all of their options and educated and empowered to choose what is best for them. Meet with us to learn more about Bmore Financially Fit!