Financial Independence | Early Retirement | Semi-RetirementReal Financial Planning | Fee-Only Fiduciary | No Commissions | No BSAt 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.Rather read more first? Tap the follow button then head over to our website.

Drafting and revising financial plans. Processing brokerage paperwork, opening new accounts, initiating transfers, and handling alerts. Assisting financial planners with building, streamlining, and automating their administrative workflows. Handling other tasks such as investment and tax research, gathering documents, data entry, administrative calls with broker-dealers and insurance companies, taking meeting notes and sending debriefs, drafting process and procedure manuals, and much more.Experienced with Wealthbox, eMoney, RightCapital, MoneyGuidePro, PreciseFP, AdvicePay, Zapier, Process Street, Calendly, MailChimp, and other common industry platforms.

Walked clients through the five-step asset management process including data gathering and analysis, development of financial goals, composing recommendations, building and rebalancing portfolios, and monitoring progress.

Coached a team of seven local property managers.Fostered relationships with real estate agents in the region.

Supervised daily branch operations.Supported business growth initiatives.Developed new vendor relationships and negotiated discount rates for clients.

Managed property repairs, collected rent, conducted property inspections, wrote property condition reports, managed turnover work and rehabs, executed evictions, negotiated leases, and educated clients and tenants on lease contracts and state property code.

Founded to provide creative solutions for unprecedented real estate challenges during the Great Recession.

Conducted site surveys and energy audits; composed comprehensive energy efficiency proposals; managed customer relationships by coordinating installations, responding to ongoing inquiries, and instituting periodic follow ups; sold bundled solutions such as insulation, weatherization, radiant barriers, high efficiency HVAC systems, and solar systems.

Assisted set-up & tear-down of a temporary retail outlet by organizing & relocating inventory.