FI-nancial Planner LLC

Welcome to FI-nancial Planner, a virtual financial planning, investment management and tax preparation firm.

I help with everything financial so you can enjoy the journey to financial independence.  When you achieve your goals, I'll be there to confirm you have the freedom to work on the things that matter to you, rather than just a paycheck.

As a fee only fiduciary, I will act in your best interest and provide unbiased advice.  For all of my recommendations, I will make sure the costs are reasonable, and the outcome is more than worth the costs incurred.  You will quickly realize how deep my frugal nature is; I don't like others to waste money either!

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.
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Advisors at this Office

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.
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This Office

17267 Northwoods Place Hamilton, VA 20158 Phone: (571) 207-5071

Primary Office

17267 Northwoods Place Hamilton, VA 20158 Phone: (571) 207-5071