Sweetgrass Financial Planning

Hi, I’m Daniel Patterson! I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals!

Our planning process begins by getting to know you and what makes you tick. Throughout our first couple of meetings, I will work with you to help clarify your top financial goals and your values as it relates to money. We will work together to get a clear snapshot of your current financial picture and develop actionable steps that will put you on the path towards accomplishing your goals. I believe that the financial planning process is not a one-time event, but rather is something that requires on-going, regular attention. Thus, our relationship with most clients does not end at plan delivery, but rather we continue to meet regularly to ensure that your plan is evolving and changing as your financial situation and goals evolve and change.