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Straightforward financial planning. All you need. Nothing you don’t.
Financial planning shouldn’t be complicated or time consuming. We’ll help you direct your finances so you can get back to doing what you love.

Your first meeting is on us.

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I’m in Your Corner. Always.

Direct Financial Care is a full service financial planning company that is always looking out for your best interests. That means easy to understand financial plans that get straight to the point. No fluff. No hidden fees. No magic formulas–just smart financial advice that works and moves your financial life toward your goals.

About Jamie

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Do You Need Someone in Your Corner?

Being smart with your money can help you live the life you want. But managing savings, choosing investments, selecting employee benefits and determining retirement options on top of everything else takes a lot of time and energy. Simplify your life with a financial planner who is always on your side.

Learn How I Can Help

3-Tiered Financial Planning Approach

We know that finances are personal. That’s why we created different levels in which we can engage with you and your finances.

Full-Service

You know you need help and are ready to delegate your financial planning to someone who knows what they’re doing.

Guided Planning

You enjoy managing your finances but would like to have someone double-check your work and to bounce ideas off of.

On-Demand

Every once in a while you want someone to evaluate a specific financial question and point you in the right direction.

More About Services

THE FIRST THING ABOUT FINANCIAL PLANNING THAT YOU NEED TO KNOW, NOW.

WHO TO HIRE

A fiduciary is a person who holds their clients’ interest above their own. Make sure anyone you are hiring for financial advice is a fiduciary. (Test this by asking them if they are a fiduciary, if they hedge around the question, it likely means they are not.) Do you know if your financial advisor is a fiduciary?

WHAT ELSE YOU NEED TO KNOW

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

608-620-3385

jamie@directfinancialcare.com

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Straightforward financial planning. All you need. Nothing you don’t.