Our Team

At ONLY. Financial Planning, Jeff J., Jeff R., Vanesa, and Ivanna, bring decades of collective experience in the financial services industry to help improve your personal financial outcomes.

After years of thoughtful discussions, we recognized the need for a better approach—one rooted in integrity and client-first values. This shared vision led us to form a team with a goal of delivering high-quality financial guidance and service free from the pressure of selling investment products.

As a fee-only financial planning practice, we are committed to full transparency in our fees, providing comprehensive financial education, and upholding our fiduciary duty to always act in your best interest.

What truly distinguishes us is our inclusive approach: we are passionate about supporting individuals at every stage of their financial journey, regardless of their current wealth. Unlike many large investment firms that require over $1 million in investable assets—and often insist those assets be managed by them—we believe everyone deserves access to customized financial guidance.

Ready to take control of your financial future? Contact us today to schedule a complimentary consultation and discover how personalized, financial planning can make a difference in your life.