Andre Small, CFP®, MBA - A Small Investment, LLC

Your plan, built around your goals. No commissions. No AUM fees. No product sales. As a CERTIFIED FINANCIAL PLANNER™ professional, my work starts with understanding what you want your money to do and why that outcome carries weight in your life. From there I design a plan built for your situation. I practice advice-only, fee-only planning at a flat fee stated before we begin. Your accounts stay where your accounts are currently, and I only advise new accounts if necessary. Planning reaches past investments. I coordinate the parts of your financial life that usually sit with separate professionals: cash flow, retirement, taxes, insurance, estate documents, and real estate So one person is finally looking at the whole picture. Whether retirement is twenty years out or already underway, the advice adapts as your life changes. My planning approach Financial planning is continuous and collaborative. I have the heart of a teacher, and a plan no one understands is a plan no one follows. Your plan should be clear, actionable, and built for your priorities. My process Clarify your vision: your values, your goals, and what you want the next chapter to hold. Design the plan: tailored to your situation. Implement: we put the plan into action together. Review and refine: regular reviews keep the plan aligned as life changes. Areas of focus Retirement planning · Cash flow and savings strategy · Tax planning (but not tax preparation/filing) · Education funding · Insurance and risk review · Estate planning coordination · Real estate decisions · Charitable giving Complimentary introduction meeting Plan for an hour, sometimes ninety minutes. We cover what you want to achieve and why, where I can add value, and whether working together makes sense. No obligation either way.