Action is the foundational key to all success.

-Pablo Picasso

Phoundational is a Fee-Only* financial advisory firm that helps individuals and organizations take control of their finances through knowledge, strategy, and action.

Phoundational uses three distinct steps to assist clients. First, Phoundational shares knowledge to help clients understand their complete financial situation. Then, we collaborate to develop a strategy intended to achieve client goals. From that point, Phoundational supports clients as they take action to implement their strategy. Because Picasso had it right:

“Action is the foundational key to all success.”

* “Fee-Only” is a clearly defined standard, under which a provider is compensated exclusively by clients. A Fee-Only model eliminates the frequent external conflicts of interest related to sales and referrals of financial services and products. Fee-Only service is considered the pinnacle of fiduciary practice, as recognized by industry organizations such as The National Association of Personal Financial Advisors and the Institute for the Fiduciary Standard.

Terms of Use

This site contains neither investment advice nor any recommendation to buy or sell securities. Phoundational encourages consumers of financial services to think critically when receiving financial advice and to seek second (and even third) opinions. Past performance of Phoundational, the market, or your portfolio does not guarantee future results.