Flat-Fee
Financial Advice

model. We appreciate his extensive financial knowledge, paired with his down-to-earth manner. All of his recommendations are easy to follow and are data-driven and personalized. We’re thankful for Stephan and his team!

very personalized approach to planning: he gathers all the information needed to fully understand my situation, and provides very clear models and tailored, concise recommendations that are straightforward and easy to follow through on. He and his team are absolutely great to work with. They make the whole process of scheduling, planning and meeting for annual check-ins a pleasure, and they make me feel valued every step of the way.

understands how to best advise us. He is always available for questions and advice when we need him. Thanks Stephan!

has been that–and MORE!
He’s incredibly smart, great human skills, and a subtle and kind desire to help that’s very comforting. This mix of technical savvy and support is an awesome fit for my needs. I like being coached and supported by Stephan and think we’ll be together long term! I certainly hope so.

through year one and follow-on review to check status and adjust. Stephan is responsive, and very supportive if I have questions about the plan or mid-year concerns. All advice and materials provided have been informative and helpful. Recommendations are specific and actionable which has allowed me to manage our own finances effectively and transition away from the assets under management model and our past advisor with confidence. Highly recommended – wish I had found this firm sooner!

wanted someone we could work with long term. We started working with Stephan and could not be more pleased. The depth of analysis and advise was beyond what we’ve paid a lot more for. Stephan is also very responsive and very pleasant to work with. We now have a very solid plan and feel we have someone who has covered all the bases for us and is there if we need anything. He and his team’s credentials are impeccable. The mix of very comprehensive planning with guidance to implement the plan (and review as needed) is a difficult combination to find. Everyone should invest in a partnership like this. It gives you a clear path in planning your future which eliminates the guessing, stress and worry that often comes with this critical process.

and we fully understand. His business model is enlightened in that he makes money by doing his job well, not by how much money he manages for you. He takes full advantage of leveraging passive index funds as a vehicle for wealth creation which makes investing much more straightforward and lower in risk. He’s straightforward to deal with, timely and efficient. Thanks, Stephan!

did not offer sufficient bang for the buck. At the same time I value expertise from professionals and was willing to pay for a good consult and strategic advice. I was beyond pleased with my experience with Scholar Financial. My interactions with Stephan Shipe and with Deon Strickland were professional, timely, informative, and gave me the EXACT information I had been looking for. Deon reviewed my particular situation, drafted a specific plan for me, and held my hand as I implemented it. Finding these two was like finding a needle in a haystack – and it was exactly the needle I needed to stitch up the solution I had been looking for. I recommend them highly.