Schedule With Us


As our practice is state and federally regulated, Peace of Money can work with clients in all US states except Louisiana and Nebraska. If you are a resident of one of these states, we'd recommend visiting NAPFA or XYPN to find a fee-only planner in your area. Virtual meetings are available via Zoom Meetings.

I'm interested in becoming an hourly planning client.

Our practice is closed for new
hourly client engagements.
I'm interested in becoming an
investment management client*
Get in touch to see if we're a good fit. 
*minimum of $ 300,000 of investable
(non-401k) assets required.
I am a current client and want to schedule a follow up meeting.