Financial Planning & Consulting

As defined by the Financial Planning Association, financial planning is the long-term process of wisely managing your finances so you can pursue your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

Bringing all the pieces of your financial life together is a challenging task.  You may not have the expertise, the time, or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions.  And in today’s hectic world, it can be beneficial to have a financial planning professional help to make sure you stay focused and follow through with your financial plans. 

Remember, financial planning is a process, not a product.

Please go to or for more information on financial planning.