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.

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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.