Financial Independence | Early Retirement | Semi-Retirement | Real Financial Planning | Fee-Only Fiduciary | No Commissions | No BS

At Downshift Financial, we help people achieve financial independence on their own terms. We specialize in identifying, planning, and implementing the shift you want in life - whether that’s semi-retirement, early retirement, going nonprofit, launching a passion project, or something else entirely. 

Using our SHIFT Process and Course Check Calendar, we work with our clients to build healthier, more fulfilled lives by opting out of the rat race and adopting better work-life balance. This leaves room for strengthening bonds with family and friends, pursuit of hobbies and passion projects, and more leisure overall.

We believe real financial planning is about finding your why. This belief shapes everything we do.

We believe alignment of your time, money, and values is critical. That’s why we created our SHIFT Process and Course Check Calendar.

We believe you deserve a true fiduciary at a fair price. So we give you a signed fiduciary oath and only charge a flat rate. No hidden fees. No commissions.

Ready to make SHIFT happen? Send us a message.

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Downshift Financial

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