You've built something. Let's make sure it's working as hard as you did.
Independent, fee-only financial planning for individuals, couples, and families — with one advisor who sees your whole financial picture.
Most people we meet have never had it all looked at together.
You save, you invest, you carry insurance, you file the return. But no one has sat across from you and connected all of it to the life you actually want.
That's the gap we fill — a fiduciary partner who works for you and no one else, and who's still here when life changes the math.
A calm, deliberate process.
A first conversation
We start by listening. You tell us what you’re building toward, and we tell you plainly whether we can help.
Everything in one place
Tax return, insurance, investments, goals — we look at all of it together, often for the first time.
Build your plan
A clear, written plan tied to your real life and the decisions in front of you.
Stay in it
We meet for progress reviews and stay reachable when life changes the math.
Nick George
Early on, it became clear to me how quickly life can change and how grounding it is to have someone in your corner when it does.
Big institutions were the first stop in my career. Solid experience, great training — but not the kind of work that feels meaningful at the end of the day. I built ClearMind Capital to change that. A place centered around you.
Shane Duckworth
I’ve always been drawn to roles where details matter, and people trust you to get things right. After serving in the Marines and growing my career in finance, I realized my best work happens in relationships.
What matters most is knowing you have a place to turn when decisions get big. A space to think clearly, talk things out, and move ahead with confidence.
Common questions
How are your fees structured?+
Fee-only. You pay us either as a percentage of the assets we manage for you, or a flat fee starting at $1,200 a year — whichever fits your situation. We walk you through the exact numbers before you commit to anything.
Is there a minimum to work with you?+
Our minimum is either $120,000 in assets under management or a $1,200 annual fee — whichever works better for you. We keep our household count deliberately limited so every client gets our full attention.
What happens on the first call?+
Beforehand, we’ll send over a few short questions so the time is about you, not paperwork. Then it’s a relaxed conversation with Nick or Shane — we listen, answer whatever’s on your mind, and figure out together whether it makes sense to keep going.
The first conversation is the hardest part.
Let's chat — a relaxed intro with Nick or Shane, whenever suits you.
Thanks — we'll reach out shortly.