Prominent Financial Planning LLC
As a fee-only CERTIFIED FINANCIAL PLANNER(TM), I believe that the earlier you begin planning for your financial future the more likely you are to achieve your financial goals. And, if you are like most individuals seeking my services, you are seeking assistance with your investments. While investment selection and strategy is important, it is just one of many aspects that will impact your financial health and contribute to your financial future. My responsibility is to ensure we work together to evaluate your entire financial life (retirement planning, budgeting, debt reduction, adequate emergency funds, children’s education, home and auto financing, insurance planning, work benefits, etc.) so that we create a cohesive plan and adjust that plan as needed to achieve your future goals.
For this reason, I specialize in working with Generation X and Y (Millennials), creating financial plans for my clients that are adjusted as needed throughout their life. My holistic approach and methodologies have been highlighted in Money Magazine, USA Today, US News & World Report, Investopedia, The College Investor, and I have also earned recognition as one of the “Top Financial Advisors for Millennials by Money Under 30.”