We help you maximize
your return on life.
Financial advisors for those that want the
best life possible with the money they have.
$0M+
ASSETS UNDER OUR CARE
0
YEARS OF SERVICE
0%
CLIENT RETENTION RATE
 | Traditional Wealth Management Firm | DIY and Robo-Advisors | |
|---|---|---|---|
| Personalized and Holistic Advice | ✔ | ✔ | ✖ |
| Proactive Strategy Meetings | ✔ | ✔ | ✖ |
| Comprehensive Tax Planning | ✔ | ✖ | ✖ |
| Tax-Smart Investment Planning | ✔ | ✖ | ✔ |
| Retirement Income Planning | ✔ | ✖ | ✖ |
| Social Security Optimization | ✔ | ✖ | ✖ |
| Estate Plan Analysis | ✔ | ✖ | ✖ |
| Tailored Investment Portfolios | ✔ | ✔ | ✖ |
| Evidence-Based Investing | ✔ | ✔ | ✔ |
| Family Legacy Planning | ✔ | ✖ | ✖ |
You have questions,
we have answers.
Is One Degree right for me?
Are you a fiduciary?
How are you paid?
What is Compass System?
Do you offer one-time plans?
Do you work with clients outside Southern California?
Our clients want more than just financial advice – they want clarity, confidence, and a plan that reflects their values. They’re ready for the next step – not just financially, but in life.
One Degree may be the right fit for you if you:
- Value a trusted relationship and expert guidance
- Prefer to delegate financial management so you can focus on what matters most
- Want support navigating a major life transition
- Seek to align biblical principles with financial decisions
- See money as a tool for impact, not just accumulation
We help you live the best life possible with the money you have – because financial planning should serve your life, not the other way around.
Compass System is our step-by-step process designed to help maximize your return on life. It starts with understanding your “why,” builds a personalized plan, and is continuously monitored to keep you on course – especially when life changes.
We’re a fee-only firm. That means no commissions or product sales – just transparent pricing for the work we do for you. Your fee is based on the total value of the investments we manage, and our Compass System clearly demonstrates the value you’ll receive before you ever decide to hire us.
Yes—and proudly so. As CFP® professionals, we’re legally and ethically committed to putting your best interest first, always. It’s not just a requirement – it’s the way we believe financial advice should work.
We’ve tried one-time plans and partial asset “test runs” before – and here’s what we’ve learned: they don’t work well for people.
A one-time financial plan may look nice in a binder, but life changes fast—and without ongoing guidance, that plan becomes outdated the moment something shifts. What most people really want is not a printed plan; it’s the confidence to make smart decisions as life evolves. That’s what we provide.
As for a “test run” with just a portion of your assets—this can unintentionally create misaligned incentives. You deserve advice based on your full financial picture, not just a sliver of it. That’s why we build a complete strategy and manage it with care and consistency from the start.
We’re here for the long-term; to earn your trust and help you stay on course for years to come.