Your Financial Life, Simplified
You've handled money yourself until now. But between work, kids, and everything else, you're wondering if you're missing something. You probably aren't. You just need someone on your team to confirm you're on track and free up your mental energy for what actually matters.
Stop wondering if you're doing money right
You wouldn't hesitate to hire a plumber or a piano teacher. Your family's financial future deserves the same confidence.
You're probably doing better than you think. Most people who find me aren't disasters. They're capable, hardworking people who want someone to confirm they aren't screwing up and who can make sure they keep not screwing up. That's completely reasonable.
Here's how Cedar Peak Works: You work with one person. Kevin Shuller. Not a team. Not a junior advisor who has to "talk to management." Just me. I'm the one researching your investments, answering your texts when the market tanks, and remembering that your kid just started Kindergarten.
I don't earn commissions, so I'm not incentivized to sell you anything. In finance jargon, that means I'm fee-only. I'm legally required to act in your best interest, not just recommend something "suitable." More jargon - That means I'm a fiduciary. And I only work with families at your stage of life, so I actually get what you're dealing with. I'm probably going through it myself.
Most of my clients look like this: Dual income, young kids or thinking about kids, making good money but wondering if they're making good decisions. They don't want to become finance nerds. They just want someone trustworthy to tell them they're on track, fix the stuff that isn't, and know them well enough to sidestep bad stuff when life changes.
Sound like you? Let's talk.
Take the First Step
The intro call isn't a sales pitch. I literally won't let you hire me on the first call. That's not how I work. We'll talk about where you are, what's keeping you up at night, and whether working together makes sense. If it doesn't, I'll tell you.
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30 minutes on Zoom
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No prep needed - unless you want to show off your spreadsheet. I respect the hustle
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We'll cover where you are, what matters, and what your next step should be
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If it's not a fit, I'll say so
