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Why We Exist

Many of our clients come to us feeling like they have been navigating their finances alone. Not because they did not care, but because they had not found advice that truly spoke to them. They are thoughtful, capable professionals - often in technical or analytical fields - who have outgrown spreadsheets and self-research but have not yet found financial guidance that feels personalized, trustworthy, or aligned with how they think. 

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We built this firm for those who want clarity without confusion, guidance without gimmicks, and a process that respects both their intelligence and their time. This isn't just planning. It's a structured endeavor to align your decisions with your values - and make meaningful progress on what matters most.

Our Philosophy

At Plandeavor, we believe everyone deserves access to bespoke, transparent, and comprehensive financial planning.

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As a fee-only fiduciary firm, we are committed to minimizing conflicts of interest so that our recommendations are driven by what best serves each client’s goals. Our process is grounded in evidence, structure, and thoughtful analysis.

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But great planning requires more than just technical accuracy. Financial decisions are rarely just financial. They carry emotional weight, and the right advisor is someone who can offer guidance that resonates both logically and emotionally.

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While we take pride in the depth of our work, we also believe that fit matters. We may not be the best partner for everyone, and that’s okay. Our priority is ensuring that every person finds the advisor who is best suited to support their journey with clarity, empathy, and trust.

Our Commitment to You

  • We act in your best interest as fiduciaries - always.

  • We provide advice, not products.

  • We tailor our advice to your goals, not to a template.

  • We treat "fit" as a two way street. No pressure. No ego. Just honesty.

Questions we can help you answer:

  • How should I handle my equity (RSU & stock option) compensation?

  • How do I maximize the utility of my ESPP?

  • What should I do after I have fully funded my retirement accounts?

  • Why do I owe so much in taxes every year and how can I change this?

  • How do I plan for the possibility that my partner and I may pass away before our kids reach the age of 18?

  • Why are my bonus and RSU compensation taxed so heavily?

  • My approach to financial planning has worked so far... why should I change anything?

  • When weighted for the amount of risk I am taking, have I been receiving an appropriate amount of return on my investments?

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Plandeavor's Investment Advisors do not render tax or legal advice. Consult with a tax or legal professional for advice that is specific to your situation.

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