The kind of financial
planning the wealthy
take for granted —
built for you.
For people who want a real financial plan, not a portfolio pitch. A plan that lives with you between meetings at a price accessible to anyone.
Your advisor
Homan FinancialEach module keeps your plan current as your financial picture evolves. Review assumptions, confirm your baseline, and explore how life events affect long-term projections.
If you're here,
we're for you.
401(k)s, equity comp, a mortgage, student loans you're finally done with, maybe kids on the way. The pieces are there — you want someone to put them together.
You've done the basics yourself. Spreadsheets, robo-advisors, Reddit threads. Now you want a real plan from someone who actually knows your situation.
Traditional advisors don't call back. The app doesn't know your name. You want an advisor who shows up, pays attention, and gives a straight answer.
Flat monthly fee. No percentage of your assets. No commissions. No products. Cancel anytime. You always know exactly what you're paying and why.
Four weeks from hello to plan.
20 minutes. We listen, you ask. If we're not a fit, we'll say so.
You link accounts, share docs. We review your whole picture, quietly.
You receive a written plan. Read it. Push back. Mark it up.
We meet, finalize, sign. From then on: regular reviews + anytime questions.
A real plan
worth keeping.
Most “tech-forward” firms are an app with a salesperson behind it. Most planners are a spreadsheet you never see. We're both, in the right proportions.
Regular check-ins. A direct line for the in-between moments. A small firm where you never get handed off to someone who doesn't know your story.
17 life events modeled. Plan health updated as your inputs change.
Flat monthly fee. Fiduciary. Cancel any time. We do not sell insurance, annuities, or anything else.
Essential ($150/mo), Comprehensive ($250/mo), or Advanced ($375/mo) — based on your complexity, not arbitrary thresholds.
Flat fees.
No asterisks.
No AUM percentage that grows as you save. No commissions hiding in product recommendations.
Choose the tier that fits, and we’ll confirm it together during onboarding based on your financial picture.
Business owner, trust, or something more complex? We’ll scope a custom engagement, always at a flat fee, never a percentage of assets.
Asked often.
Jake Homan.
I started Homan Financial because great financial advice has always existed. It just wasn't priced for the people who needed it most. A decade of corporate finance, a fee-only practice, and a genuine interest in getting it right for clients who deserve better than a form letter and a quarterly statement. If you've read this far, send me a note. The first conversation costs nothing.
Your household plan and your
business finances, connected.
If you own a business, the personal and the professional are never really separate. Your salary, distributions, retirement contributions, and exit plans all feed into the same picture. We can hold both sides — so nothing falls through the gap between your advisor and your accountant.
See the business side