DOWNSHIFT FINANCIAL
SEC RegisteredFinancial Planning for Downshifters
About the firm
Downshift Financial was founded to deliver real financial planning to regular people through a service model that actually makes sense. They serve families that seek to build healthier, more fulfilled lives by opting out of the rat race and adopting better work-life balance. They specialize in identifying, planning, and implementing shifts such as semi-retirement, early retirement, going nonprofit, or launching a passion project.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning addressing all aspects of finances, offered on a flat-rate, fee-only, commission-free basis at $2,500 per quarter. Services include identifying, planning, and implementing life shifts such as semi-retirement, early retirement, going nonprofit, and launching passion projects.
Who they serve
Families that seek to build healthier, more fulfilled lives by opting out of the rat race and adopting better work-life balance, including those pursuing financial independence, early retirement, or semi-retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 81 | $214M |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DOWNSHIFT FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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