Downshift Financial
5.0
★★★★★
19 reviews
Downshift Financial is a fee-only fiduciary financial planner serving clients seeking semi-retirement, early retirement and work-life balance changes.
About
Downshift Financial is a fee-only fiduciary financial planning firm focused on helping clients make work-life changes such as semi-retirement, early retirement and career shifts. It uses a structured SHIFT Process and charges a flat quarterly fee with no commissions or hidden fees.
Fee-only fiduciary with no commissions or hidden fees
Flat-rate quarterly pricing
Registered Investment Advisor
Comprehensive planning across all finances
Services
Tax/Financial Services
Tax/Financial Services offered by this business.
Tax Preparation
Tax Preparation offered by this business.
Reviews
Rating
5
★★★★★
Reviews
19
"He is knowledgeable, thoughtful, and diligent."
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