Financial planning for people in Apex, Cary and the Triangle. Fee-only, and in person.
Confiance Financial is a small, independent planning firm in New Hill, North Carolina. We help people put their whole financial life in order, not just their retirement accounts, and we stay with them as things change.
We don't sell products or earn commissions. We're a fiduciary, which means we're required to put your interests first. Our fees are published on this site.
Who we work with
People getting started. You have income, maybe a 401(k), maybe some debt, and questions no one has answered straight. We build your first real plan for a flat monthly fee. No account minimum.
People with savings to manage. You've done well, but your accounts, taxes, insurance and estate documents have never been looked at together. We build the plan, manage the investments, and coordinate the rest.
How we work, and what it costs
What to expect
- A conversation first. Thirty minutes, free, in person or by video. No pitch. You'll get an honest answer about whether we can help.
- The whole picture. Investments, taxes, insurance, estate documents, family, work. It all connects, so we look at all of it.
- Plain English. A written plan you understand, with clear next steps.
- Someone to call. Regular check-ins, and a real person when life changes.
The first conversation is free.
Call or text 919-924-6236
Email chris@confiancefinancial.com
Meeting in person across Apex, Cary, Holly Springs, New Hill, Raleigh, Chapel Hill and Durham.