Hourly/Flat-Fee Only

Your advisor is committed to the fiduciary standard of care which requires putting the client's interest above that of the advisor.


Welcome to DABK Financial Planning Services

We help you achieve the financial well-being that is required to reach your non-financial goals. We do this by providing affordable and conflict-free hourly or flat-fee financial planning advice. Your advisor is a Certified Financial Planner® (CFP®), a Register Investment Advisor (RIA), and a member of The National Association of Personal Financial Advisors (NAPFA). A copy of our Investment Advisory ADV Part2A brochure can be provided upon request.

We specialize in advising on the following topics

Renting Versus Buying

Renting versus Buying

Budgeting & Cash Flow Analysis

Budgeting & Cash Flow Analysis

Tax Planning

Tax Planning

Active Versus Passive Investment

Active versus Passive Investment

Retirement Funding Adequacy Analysis

Retirement Funding Adequacy Analysis

Investment Portfolio Review

Investment Portfolio Review

Retirement Funding Adequacy Analysis

Employer-sponsored Retirement Account  Fund Selection

Risk Analysis & Insurance Coverage Review

Risk Analysis & Insurance Coverage Review

Our Value Propositions

  • We are fully independent of any financial institutions and are compensated only by our clients on an hourly, flat one-time or ongoing basis.
  • We serve everyone, not just those who are affluent or have large investment assets.
  • Our holistic approach emphasizes the integration of life planning with financial advice.
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For more information regarding any of the above or other issues, please contact us.

DABK Financial Planning Services

Send Us Your Enquiries

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