Welcome to the

No-Guilt Zone

Offering advice in a non-judgmental, shame-free environment to build toward the life you want

AS FEATURED IN

The Newyork Times
MarketWatch
Bankrate
Black Enterprise
Fiduciary News
Investopedia
Business Insider
Financial Planning
The Newyork Times
MarketWatch
Bankrate
Black Enterprise

Do you have the nagging feeling that you could be doing more to secure your future?

We can help you get on track with your financial goal’s and feel confident about your money!

Meet Our Founder

WILLIAM PITNEY,
FINANCIAL PLANNER AND COACH

Unlike “traditional” financial planners, my team and I take the to understand your background, financial experience, and plans moving forward. Our team works with you dwelling on any previous financial decisions.

Listen to my story and why I founded this company.

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Our No-Guilt Process

We empower you to make decisions from a place of knowledge, wisdom, and confidence.

The goal is to eliminate decisions based on greed, fear, habit, or noise in the media

Learning Center

Intentionally and Teaching by Example

Guest Post by SMI Faculty Courtney Pullen M.A., LPC

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Why Good Clients Ignore Great Advice

Guest Post by SMI Faculty Member, Dr. Moira Somers

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On Having Essential Conversations

Guest Post by SMI Founder Susan Bradley CFP®, CeFT™

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