Financial Planning & Investments for Entrepreneurs & Professionals

Live Your Best Life

We provide financial insights for entrepreneurs and professionals

Comprehensive wealth management is planning for life.

And the many zigzags along your path.

True financial planning should engage you in a process to get the most from your finances so you can live your best life right now while preparing for the future. At Flip Flops and Pearls, we provide guidance and a plan, not a stack of documents. We give you the ability to manage your money successfully and intentionally. 

Spend more energy and time on what really matters.

What We Do

Flip Flops and Pearls is a creative wealth management firm providing fee-only financial planning strategies to people who want to focus on maximizing their time and money.  We can free up your time to focus on what matters to you, helping you prepare for the opportunities and challenges that will come your way. We cater to entrepreneurs and professionals from their 40’s up through retirement.  Our comprehensive wealth management system gives you a wide variety of tools you can use to set and prioritize your goals. We want to help you make your dreams a reality so you can spend your energy enjoying your life, your work, and your family.  Life has many twists and turns.  Get ready for a great ride.

Flip Flops and Pearls Supports Your Dreams