Financial Planning Services

Smart Planning. For Life.

Smart, forward-thinking financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

Certified Financial Planner® practitioner and NAPFA-Registered Financial Advisor will work with you to help you manage your financial life. Making small course corrections through life, as facts and circumstances change are easy to do. The little moves we do right will end up making a huge difference for you in the long run.

The Certified Financial Planner® certification is the credential of choice for financial planning. A planner with this designation has completed a rigorous educational program encompassing all of the basic areas of financial planning, has successfully passed a difficult board examination, has had a minimum of three years of full time work experience in financial planning or a related field, and is required to meet continuing education requirements. 

A NAPFA-Registered Financial Advisor is a financial planner who adheres to the industry's most demanding practice requirements, including (1) "Fee-Only" compensation , and (2) NAPFA's rigorous standards. The NAPFA program not only requires educational certifications, but much more. A NAPFA-Registered Financial Advisor must submit a written comprehensive financial plan for peer review and complete 60 hours of continuing education in six subject areas every two years.  His/her government-mandated disclosure document (Form ADV) must be reviewed annually. Additionally, a NAPFA-Registered Financial Advisor must sign and abide by the NAPFA Fiduciary Oath, a commitment to working solely in the client's interest at all times. 

Education, experience and common sense are important. You should expect the members of your Advisory firm to possess all of these attributes.

The financial topics addressed in your planning may include some or all of the following:

    • Cash Flow Analysis and Debt Planning
    • Insurance and Risk Management
    • Investment Strategies and Management
    • Stock Options and Concentrated Stock Holdings
    • Retirement Planning
    • Tax Planning
    • Education Funding
    • Estate Planning
    • Employee Benefit Programs


HOW FINANCIAL PLANNING SHOULD BE DELIVERED

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