Trusted advice for
a life lived well
The financial planner you want on your team
Meet Shannon Medlin
Financial planning tailored for you
Say no to cookie-cutter advice or making it up as you go along. Plan now to create the future you want.
How we work with you
1. Initial Meeting
We cover the cost while we learn about each other.
2. Clear fees for service
We won’t surprise you, thanks to a transparent fee structure.
3. Advice that makes sense
We’ll turn financial jargon into plain English.