My Financial Planner, LLC
Guidance. Not sales.
I founded My Financial Planner, LLC to make financial planning services accessible to everyone, regardless of salary or net worth. I provide an alternative to elitist wealth advisors and financial salespeople who too often put their own interests ahead of their clients. My mission is to provide affordable, comprehensive fiduciary financial advice tailored to your interests, personal situation and goals.
I work with people who want to have an open, honest conversation about money and learn how to organize their resources to meet a variety of short and long term objectives, including paying off debt, saving for retirement and everything in between.
My work goes beyond the spreadsheets, and rules and regulations. As an advisor, educator, activist and coach, I will help you move past the financial jargon and break down complex issues into easy-to- understand concepts so you know what to do next. You’ll walk away from our interactive sessions with clear action items and an understanding of how those steps will help you reach your personal financial goals.
My financial planning services also take into consideration my clients’ challenges and beliefs about money. I’ll help you avoid common mistakes and pitfalls that can sabotage even the best financial plan.
My Financial Planner isn’t about picking the best stock or regrets over debt. It’s about your story, your goal and how I can help you build the financial resources to support the life you want.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.