Financial Planning

Financial planning is a process – not a one time event

The most critical element of the financial planning process is our partnership with you.  Through this partnership we will work together to clearly identify your financial and life goals and forge the plans to achieve them.  As your life and goals evolve, your Certified Financial Planner™ provides the personalized help to update your plan.


Our comprehensive fee-only financial planning services include:

  • Budgeting & Cash-flow Planning
  • Risk Management
  • Retirement Planning
  • Investment Review & Planning
  • Education Planning
  • Tax Planning
  • Estate & Legacy Planning

Certified  Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.