Virtual, Fee-Only Financial Planning For Millennials

Our mission at 2Point0 Financial is to make good financial planning accessible and affordable to those the industry has often overlooked.

The world doesn’t look the way it did 50 years ago, and neither should your financial plan. 

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A travel partner for your financial journey

Finances, like travel, can be overwhelming.

It helps to have a buddy! We’ll check the directions when you feel lost, translate the signs that aren’t in your language, and help you reach your ultimate destination.

You’ve got places to go and we can’t wait to take the journey with you!

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Designed for millennials who want travel to be a big part of their lives

We believe life is about experiences.

Whether you want to visit all seven continents or spend your weekends exploring your own backyard, we want to help you spend as much time as possible doing the things you value most with the people you value most.

That’s why we’ve carefully tailored our process to ensure experiences are at the forefront of your financial plan.

Learn More About Our Planning Process

Let's Make a Plan.

You wouldn't wait until the morning of a flight to plan a trip.

Don't wait until retirement to make a financial plan.


Services that align with your life journey

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Financial Planning

We’ll help you get your entire financial picture into focus. Need help managing your monthly cash flow? Preparing to make a major purchase like a house or a car? Saving for your kids’ education? If it has a dollar sign, we can help!

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Investment Management

Investing for retirement doesn’t have to be complicated.

Using a simple, low-cost strategy, we’ll make sure your money is invested in a way that makes sense for you.


Preparing for Takeoff

You want to experience life at every stage, not just after you turn 65.

We’ll help you develop a plan to take that trip, buy that house, or start that business!


Financial planning from someone just like you.


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No-minimum, virtual-based financial planning

I created 2Point0 Financial because I saw a gap in the financial services industry. I saw a whole group of people raising their hands and saying, “we want help with our finances” only to be told to come back when they made a bunch of money.

This industry seems to operate under the assumption that younger people don’t need financial help, but I believe millennials are in the most financially confusing time in their lives.

Between buying homes and cars and paying off student loan debt and having kids and navigating career moves and deciding maybe they don’t want to do retirement the way their parents did it, there is a lot to figure out.

I started 2Point0 Financial because I couldn’t find a place that takes the client experience for young people as seriously as I do. I started this firm because I believe there’s another way to experience life.


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