Financial Advisor Greensboro NC | Principles of Financial Planning

The Markets Are Unpredictable.
Your Financial Strategy Shouldn't Be.

Financial planning and disciplined investment management for individuals and families in Greensboro and the North Carolina Triad. We help you make thoughtful decisions about your money without getting caught up in market predictions or financial noise.

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Are Your Investments Moving You Forward?

Having investments is one thing. Knowing why you own them, how they work together, and whether they're helping you reach your financial goals is another.

With Principled Portfolios, we take a disciplined, research-driven approach to investment management, using defined criteria and ongoing monitoring to make thoughtful decisions rather than reacting to market headlines.

LEARN MORE ABOUT PRINCIPLED PORTFOLIOS

Most people have two lives: the one they are living and the one they want.

Our services are designed to help people bridge the gap between the two.

Step 1: Schedule an Appointment

We offer a complementary introductory meeting to learn about you and how our services might help you.

Step 2: Customize Your Plan

Our Six Principles of Financial Planning ensure that your plan will be as unique as your goals and aspirations.

Step 3: Live the Life you Want

The life you live is directly related to your perception of your ability to live -- your plan should clearly define your ability to live.

Combined we have nearly 50 years of experience which is why more than 500 clients have trusted us to help them become the real heroes of their financial futures.

Meet the People Behind the Principles

Financial planning is personal, and so are the people you trust with it. Matt and Todd bring decades of combined experience, a thoughtful approach to financial decisions, and a shared belief that good advice starts with understanding the person behind the portfolio.

Get to know the people who will be helping you navigate your financial future.

Meet Matt & Todd

Liberate yourself to live life.

Take the fear out of living life with a stress test for your finances.
The following planning services can be mixed and matched to meet your needs.

Foundational Components
$2,000

Must be completed together, priced as a package.

Goal Definition & Prioritization
Expense & Income Evaluation
Investment Optimization

Risk Management Components
$750/each

Each of the following may be completed as an add-on to the Foundational Components.

Insurance & Employer Benefits
Slack Evaluation

Advanced Components
$750/each

May be added onto Foundational Components, or completed independently.

Tax Management
Estate Planning Consultation

A Good Financial Plan Starts With a Better Conversation.

Not a market prediction. Not a one-size-fits-all recommendation. Just an opportunity to talk about your goals, your questions, and what matters to you.

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The Markets Are Unpredictable.Your Financial Strategy Shouldn't Be.