Independent


Fee only, with no obligations to anyone except you.

Strategic


Fortune 500 business savvy focused on your life.

Straightforward


High-level advice delivered in plain English.

Transparent


Know where your money is going and what you're paying for.

The best advice, free of outside influences.
Nothing comes between Donna and her clients.
The only interest she serves is yours.

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Services

Financial Planning

Step into your power. Take control of your resources with a fee-only financial plan that's right for your life.

Investment Management

Put your money to work for you, and only you. Not for brokers or mutual fund companies.

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Events

From time to time, Donna Chaney holds events on topics related to financial planning and investment management.

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