You deserve honest financial advice.

Affordable, fee-only financial planning and guidance tailored to your specific goals and needs.
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Hi, I’m Ethan.

I’m passionate about helping clients navigate our complicated financial system and achieve their financial goals. Together, we can create a unique plan to fit your individual needs and goals.

As someone who has spent more than a decade working for sustainable social change, I know how many obstacles there are to achieving financial stability, even for the most fortunate among us. But as your guide, I want to help you set and achieve financial objectives that fit into your broader life goals – not the other way around.

Budgeting

You know you need to save, but that’s easier said than done. I’ll help you set your goals – and meet them.

Student Loans and Other Debt

Figuring out how to best pay off your loans can be confusing. Together, we’ll make a plan and ensure you’re in control of your life.

Investing for Your Future

So you have some savings – now what? I will help you invest to meet your long-term goals.
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Focused on You

I’m not giving you cookie cutter solutions. Get personalized advice that fits your life.

Planning for your Sustainable Future

I launched Planning for Progress to provide like-minded Millennial and Gen Z clients with comprehensive financial planning services at an affordable price. I’m passionate about helping individuals, couples and families reach their financial goals and make the world a better place.
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About Me

Get to know who you’ll be working with.

Our Ethics

I hold myself to the highest fiduciary standards. Learn about what that means for you.

Our Unique Business Model

With me, there are no hidden costs or sales commissions. Just one straightforward fee designed to fit into your life.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to serving your best interests today to prepare you for the future.

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