WatchDog Planning, LLC

A watchdog is commonly thought of as a protector, guardian and trusted companion. As financial planners, our philosophy mirrors the spirit of the watchdog and what it represents. Focused and alert, we keep a watchful eye on the things that matter the most to you.

We believe financial planning is critical to personal and professional success. The uncertainty of outliving your savings, understanding sources of income in retirement and accounting for the unexpected can be addressed through a written financial plan. The experience is thought-provoking and engaging, and the knowledge gained will be a guide for many of your most important decisions.

We specialize in the unique needs of women who are statistically quite different from men. We believe it is imperative to empower them with tools about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.

As a fee-only registered investment advisor, we follow a fiduciary standard so our advice is always in your best interest. We don't have any asset minimums so you can access professional planning advice by just paying a fee, regardless of your net worth. We want you to discover where you stand in your financial life so you can live a life you love. You can’t do it alone and we're here to help.

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Advisors at this Office

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This Office

2415 Linden Dr Havertown, PA 19083-1603 Phone: (610) 364-5838

Primary Office

2415 Linden Dr Havertown, PA 19083-1603 Phone: (610) 364-5838