Flat-Fee Financial Planning | Boise, ID
A smarter way to get the financial help you need
No commissions. No asset minimums. Just solid advice, personalized plans, and complete transparency.
Most financial advice comes with strings attached.
You want answers about your finances, but every advisor seems to lead with “how much do you have to invest?” Our flat-fee model was built to change that. You deserve clarity—without an ulterior motive. At Pivot, we believe everyone deserves conflict-free advice without surprises or hidden fees.
Leave with more than peace of mind — leave with a plan.
We’ll help you understand what’s working, what’s not, and what to do next. Whether you need clarity on your investments, want a second opinion, or are planning for a big life transition, you’ll walk away empowered and equipped.
One flat fee. Zero strings attached.
Here’s what’s included in your plan:
A thoughtful discovery session to get to the heart of your goals
A customized plan across all key areas: investments, taxes, retirement, and more
A full walk-through meeting to answer every question
One month of support as you begin implementing
Your plan isn’t just a snapshot—it’s a tool you can revisit over time as your life and priorities change.
Financial advice that puts you in the driver’s seat
Our flat-fee service is designed to serve people who want real answers without the pressure of committing to ongoing management. We’ll guide you through the process, explain everything clearly, and give you a roadmap that aligns with your life—and your values.
Get your plan in 3 simple steps
Discovery Meeting
We listen, ask questions, and learn what matters most to you.
Plan Delivery
We create and present your personalized plan, walking through each section together.
Implement & Ask
Start taking action. Ask follow-up questions as you go. We’re here if you need us.
Why Pivot’s flat-fee planning works:
- No asset minimums
- No commissions or hidden costs
- A plan built entirely around your goals
- Freedom to implement on your own or with our help
- Trusted, principled advice backed by experience
If you’re looking for help that’s honest, useful, and truly aligned with your goals—this is it.