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TOP BENTONVILLE FINANCIAL PLANNING, live from BENTONVILLE, AR., OR VIRTUALLY - WHEREVER YOU CALL HOME

Financial planning, tailored to your goals.

Confidence. Clarity. Peace of Mind. 

We help you connect your assets like time, wealth, energy and your attention with your unique purpose. 

Understanding the impact financial decisions make on your life and the lives of those you love. No jargon, just transparent advice. 

Whether you’re deciding on a Social Security Claiming Strategy or evaluating a Pension Decision, received an inheritance or are finally ready to retire on your terms, a CERTIFIED FINANCIAL PLANNER(TM) can help you make decisions that matter. 

We act in an independent fiduciary capacity whether you’re local here in Bentonville, Arkansas, or prefer to work virtually nationwide, we’re equipped to offer Financial Planning with the latest tools and technology, wherever you call home. 

WE HELP YOU ASK AND ANSWER THE RIGHT QUESTIONS BY CONTINUOUSLY MONITORING THE ELEMENTS(R) OF YOUR FINANCIAL HEALTH

Our SERVICES

Comprehensive Financial Planning

We're here to help you achieve the life you've always dreamed of.

THE SIMPLY Start PLAN

Take the right steps toward securing your future.

SIMPLY PLANNING

Comprehensive Financial Planning. We're with you every step of the way.

SIMPly One PAge

One Meeting. One Page Plan. Actionable insights and clear direction. Simple.

Institutional Retirement

Creating a plan that benefits you and your employees,

Our mission

COMPREHENSIVE FINANCIAL PLANNING - ACCESSIBLE FOR EVERYONE

Build a plan for your future today.

The perfect time to plan for retirement is now.

TRACK YOUR PROGRESS AND "FINANCIAL HEALTH METRICS" WITH THE ELEMENTS(R) APP - INCLUDED IN ALL OF OUR PLANS