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