A clear path for retirement income… A clear path for making work optional… A clear path for navigating life’s difficult transitions… A clear path for juggling business and personal financial success…

Individuals & Couples

As Fee-only financial planners we give you the confidence of a clear path to financial security and advice to navigate the opportunities and bumps life throws your way. It’s your call whether you need a complete plan or just advice to deal with specific challenges or opportunities.  We are certified financial planners who specialize in financial planning for individuals, married couples, gay couples and domestic partners.

We want you to be one of the 20% of Americans who are confident they'll achieve their financial goals!

We are proud to be one of the few independent fee-only, hourly financial planners serving St. Petersburg and Tampa Area Communities with services to help with these needs:

Financial Plans and Periodic Financial Check-Ups

Retirement or Semi-retirement Projections and Plans

Second Opinions on Advice Given or Products Sold by Commission-based Advisors

Personalized Investment & Asset Allocation Planning

Specialized Gay and Lesbian Financial Planning

Tax Planning

Debt Freedom Analysis including College Loans

Cash Management & Budgeting Coaching

Borrowing Decisions: Business, Real Estate, Education and other needs

Risk Management and Insurance Reviews

Estate Plan Reviews

If you are not exactly sure of what you’re looking for, email This email address is being protected from spambots. You need JavaScript enabled to view it.   and we’ll see how we can help.

What is Hourly, Fee-Only Financial Planning?

Only 1% of financial advisors offer this. Hourly means you can utilize our services for as much or as little as you need, like you would any other professional service. No surprises! Our financial planning fees are clearly stated upfront.  Fee-only means we are not compensated by sales commissions so our advice is not influenced by, or limited to, any particular financial products. We are a proud member of the Garrett Planning Network (GPN). GPN is an international network of financial planners who offer their services on a fee-only, hourly basis so that objective financial advice is available for people from all walks of life.

Your best interests drive our advice.

Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice in their best interest.  Many “financial advisors” do not have the obligation to provide advice that is in your best interest.   We believe that you should expect the advice you’re receiving to be objective.  Is your financial advisor a fiduciary?

Our goal is to help you gain create a personal financial future of real freedom by taking the drudgery and complexity out of financial planning.

There are six steps to creating a financial plan.  Through our work we strive to bring a sense of confidence and clarity to your financial planning process. With a practical, achievable financial plan in place, the energy spent worrying about your finances can be redirected into other areas in your work and your life.

If you would like to find out more, schedule a complimentary 30-minute get-acquainted meeting (in-person or by phone) with Maria Erickson at 727-527-0565 or email This email address is being protected from spambots. You need JavaScript enabled to view it. for more information. It’s the first step attaining the confidence and peace of mind that comes with knowing the direction you are headed in will help you achieve your goals. That’s Freedom.