We believe that everyone can benefit from Personal Financial Planning. We have created access to solid customized, professional advice without breaking the bank or making a long-term commitment. This is why we offer a per hour advice model.

By scheduling an appointment with us, you will access to this information and so much more. Whatever your situation, it is our mission to provide you with solutions to match your needs. EAFA is a team dedicated to the goal of improving the lives of others.

Our expertise includes:

  • Investment portfolio evaluation & recommendations

  • Retirement planning

  • Small business retirement plans set up and support

  • 401k / 403b/ IRA advice

  • Cash flow analysis & Debt management

  • End of Life and Inheritance Planning

  • Education planning & Student loan advice

  • Insurance planning


Hourly advice - $250/hour

Student Loan Advising and Subscription Clients (beyond the built-in appointments) - $150/hour