Financial Plan

A financial plan can be a powerful tool to get a sense of how you are doing in a wide variety of aspects of your financial life and goals. I would look at your strategies for your savings and investments, insurance policies and needs, retirement planning, education planning, Social Security, and other financial goals.

I use MoneyGuidePro ® as my financial planning software. This intuitive and collaborative goal- based planning tool will allow you to be a part of the process and be engaged with your plan.  This can give you some confidence going forward, peace of mind, and guarantees that you make the most of what you have.

One of my favorite quotes is it’s not about the destination in life but rather the journey. I will help your confidence so that along the journey you are taking the right steps to make the destination possible. There could be risks in your financial foundation you are unaware of and I will be able to diagnose those problem areas.

$1,000-$3,000 depending on scope of financial plan