planning
Roth or traditional 401(k)? A simple way to decide
A short, plain-English note from our planners.
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Financial planner Professional services
Calder Point
Calm fee-only financial planner site with planning areas, flat fees, a planner bio, blog notes and intro calls.
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A plan for your money that you actually understand
Fee-only financial planning and investment management for families, teachers and small business owners. No commissions and no products to sell.
What we help with
Retirement
When you can retire, how much to spend and which accounts to draw from first.
College savings
529 plans, aid and how much is enough.
Business owners
SEP and solo 401(k) plans, cash flow and selling the business.
- Commissions, ever
- $0
- Client families
- 120
- Certified planners
- CFP
Rated 5 out of 5
“We are both teachers. Jordan showed us we could retire at 60 with a pension and a simple plan.”
Amy and Carl Reinholt
Clients since 2019
Rated 5 out of 5
“Finally someone who explained fees in plain English.”
Deshawn Moore
Small business owner
Planning notes
planning
Teachers: pensions and Social Security explained
A short, plain-English note from our planners.
planning
Five years before you sell your business
A short, plain-English note from our planners.
Live preview: links and menus work. Every word, photo and color can be changed after you start.
What is included
- 3 pages
- Home, Services, Contact
- Fonts and colors
- Lora for headings, Manrope for textprimary #1e3a5fsecondary #7a9e7eaccent #dbe7dcbackground #fbfcfcsurface #eef2f4text #111b25muted #546170
- Good for
- financial advisor, financial planner, retirement planning, fee only, fiduciary, wealth management
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