Financial Planning That Actually Fits Your Life

Fee-only advice for teachers, families, and future millionaires.

📅 Schedule a Consultation 📄 See Services & Pricing

Gomez Financial Planning is a fiduciary, advice-only firm focused on clarity, confidence, and custom strategy. We don’t sell products — just peace of mind.

How Do I Know What Level of Service to Choose?

I'm just starting out and want basic guidance

This tier is great for young professionals, new teachers, or people trying to get their budget and savings in order.

Service: QuickStart Plan — $500 flat fee

I'm established but want a full financial review

Ideal if you’re mid-career and want help with retirement, investing, insurance, and long-term goals.

Service: Comprehensive Plan — $2,400 flat fee

I want an ongoing advisor who knows me

Best for clients who want support throughout the year and check-ins as life changes.

Service: Annual Retainer — $1,000/year (billed semi-annually)