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Good Plans. Great Adventures.

Work With Us

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Good Plans. Great Adventures.

Good Plans. Great Adventures.

Good Plans. Great Adventures.

Good Plans. Great Adventures.

Our Blog

Insights for a Life Well-Lived

From life transitions to long-term planning, discover resources built for people shaping a meaningful and well-balanced life here in the Lowcountry and beyond.

Featured

Our latest insights on tap.

Featured

Our latest insights on tap.

A classic Charleston house at blue hour with the lights shining out.

Using a 401(k) to Buy a Home: What the Debate Misses

The debate over using a 401(k) to buy a home isn’t really about housing. It’s about whether our retirement system reflects real life.

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A classic Charleston house at blue hour with the lights shining out.

Using a 401(k) to Buy a Home: What the Debate Misses

A bigger planning question

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A couple climbs a rocky trail to a lookout over the ocean.

Pre-Retirement Mistakes to Avoid

Avoid the most common pre-retirement mistakes. Learn how to protect your money, health, and peace of mind before you stop working.

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A couple climbs a rocky trail to a lookout over the ocean.

Pre-Retirement Mistakes to Avoid

Small decisions with big impact

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The Essentials

A great place to start for anyone looking to boost their financial knowledge. See insights on everything from retirement accounts to selling a small business.

The Essentials

A great place to start for anyone looking to boost their financial knowledge. See insights on everything from retirement accounts to selling a small business.

South Carolina 529 Plan college graduate holding her cap outdoors on graduation day.

South Carolina 529 Plan: A Hidden Gem

Unlock major tax savings with the South Carolina 529 plan—ideal for high earners investing in their children's education.

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Oceanfront pool deck overlooking the beach and open water on a clear day.

Fee-Only Financial Planning Puts You First

Fee-only financial planning means fiduciary advice with no commissions or conflicts—just clear guidance that puts your goals first.

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Containers labeled ETFs, Fixed Income, Cash, and Equities illustrating asset allocation in a model portfolio

What Is a Model Portfolio? A Simple Explanation

What is a model portfolio? Learn how this investment strategy brings structure and consistency to your financial plan.

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Three credit cards with different names, suggesting shared yet individual financial identities for a married couple.

How Many Credit Cards Should A Married Couple Have?

Wondering how many credit cards a married couple should have? Learn why three or more builds flexibility, rewards, and crisis protection.

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South Carolina 529 Plan college graduate holding her cap outdoors on graduation day.

South Carolina 529 Plan: A Hidden Gem

A smart educational savings move for SC families.

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Oceanfront pool deck overlooking the beach and open water on a clear day.

Fee-Only Financial Planning Puts You First

A different way to get advice.

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Welcome to the Lowcoutry

Congratulations, the Lowcountry is a special place. Check out some of our thoughts on how to enjoy your new home.

Welcome to the Lowcoutry

Congratulations, the Lowcountry is a special place. Check out some of our thoughts on how to enjoy your new home.

Scenic view of the Ravenel Bridge—iconic Charleston landmark for new residents and visitors

Move to Charleston: Discover the Lowcountry Lifestyle

Thinking about a move to Charleston? Discover why professionals choose it for lifestyle, tax benefits, and long-term value.

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One of the best places to eat in Charleston SC, Xiao Bao Biscuit, serving up their Pad Kra Pao. It is a spicy Thai basil beef stir fry served over rice with a sunny side up egg, garnished simply and noted as gluten-free upon request.

10 Best Places to Eat in Charleston SC with Friends

Discover top places to eat in Charleston SC with friends—from casual gems to waterfront spots—plus what to order and why locals love them.

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American flag waving in the Charleston summer breeze, symbolizing Fourth of July in Charleston, South Carolina.

10 Ways to Celebrate the Fourth of July 2025 in Charleston

Celebrate the Fourth of July Charleston-style with 10 local picks—from sandbars to fireworks on the Yorktown.

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Black Labrador sitting at the dog-friendly Pitt Street Bridge in Charleston, SC, enjoying the scenic marsh views on a sunny day.

Best Dog-Friendly Parks in Charleston, SC

Explore the best dog-friendly parks in Charleston—off-leash spaces and scenic trails perfect for Lowcountry pups and their people.

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Scenic view of the Ravenel Bridge—iconic Charleston landmark for new residents and visitors

Move to Charleston: Discover the Lowcountry Lifestyle

What to know before moving here.

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One of the best places to eat in Charleston SC, Xiao Bao Biscuit, serving up their Pad Kra Pao. It is a spicy Thai basil beef stir fry served over rice with a sunny side up egg, garnished simply and noted as gluten-free upon request.

10 Best Places to Eat in Charleston SC with Friends

Where locals actually go.

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The More You Know

A mix of thoughtful reads designed to make complex decisions feel clearer. Discover insights that support a great life.

The More You Know

A mix of thoughtful reads designed to make complex decisions feel clearer. Discover insights that support a great life.

FAQs

Answers to common questions

Still Wondering? Reach out below, and we're happy to help.

Get in touch

See All FAQs

FAQs

Answers to common questions

Still Wondering? Reach out below, and we're happy to help.

Get in touch

See All FAQs

Do you work with clients who are not in Charleston?

Do you work with clients who are not in Charleston?

How can I manage irregular income if I’m self‑employed or on commission?

How can I manage irregular income if I’m self‑employed or on commission?

How do I create an income plan from my investments when I retire?

How do I create an income plan from my investments when I retire?

How do I know if I’m doing enough to secure my financial future?

How do I know if I’m doing enough to secure my financial future?

What should I do if I’m close to retirement and worried about market swings?

What should I do if I’m close to retirement and worried about market swings?

How do I plan for selling or exiting my business someday?

How do I plan for selling or exiting my business someday?

Cushioned porch swing on a covered veranda overlooking coastal trees and marshland.

Stop Guessing. start knowing.

Let's explore your options together. You deserve it.

Book a Call

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 © 2026 Flips Flops & Pearls, LLC​

1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464

(843) 329-7545

Surfer sitting on a board in open water beneath a cloudy sky.
Cushioned porch swing on a covered veranda overlooking coastal trees and marshland.

Stop Guessing. start knowing.

Let's explore your options together. You deserve it.

Book a Call

Flip Flops and Pearls

Home

Work With Us

Blog

Contact

Connect

Book a Call

LinkedIn

Instagram

Google Business Profile

WealthTender

Learn More

Privacy Policy

Disclaimers

Form ADV

 © 2026 Flips Flops & Pearls, LLC​

1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464

(843) 329-7545

Surfer sitting on a board in open water beneath a cloudy sky.
Cushioned porch swing on a covered veranda overlooking coastal trees and marshland.

Stop Guessing. start knowing.

Let's explore your options together. You deserve it.

Book a Call

Flip Flops and Pearls

Home

Work With Us

Blog

Contact

Connect

Book a Call

LinkedIn

Instagram

Google Business Profile

WealthTender

Learn More

Privacy Policy

Disclaimers

Form ADV

 © 2026 Flips Flops & Pearls, LLC​

1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464

(843) 329-7545

Surfer sitting on a board in open water beneath a cloudy sky.