What is Financial Planning?
What will I need to retire?
How much life insurance should I have?
Are my investments working for me?
I can’t get my arms around the whole financial picture!
Can I afford to send my kids to college?

Financial Planning is about setting goals in life and developing a strategy for how to achieve.
A Financial Plan looks at your complete financial picture and breaks down each area into:
- your current situation
- potential gaps, and
- recommendations/strategies to improve.
As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.