From Planning to Living LLC
You may have talked to a financial adviser in the past and been told that you don’t have enough money to work with him or her. Or, you may have been told that you don’t have enough money to even need financial advice. But what if you're making good money and just getting started? What if you're investing primarily in your own business? Or what if your investments are mainly in real estate? We get it. None of this should limit your access to quality advice.
At FPL we offer financial advice and financial planning services regardless of whether you have money to invest. We cater to millennial entrepreneurs and business owners who appreciate life's adventures.
Simply put, we handle the planning so you can get to living. We start by asking three key questions:
What is most important to you?
What do you dread the most? And,
What would you be doing today if money (or work) weren’t an obstacle?
Based on your goals, we create an action plan to take you from where you are today to where you want to be. We handle the planning to keep you on track and help you worry less so you can get to living your life now. Why should all your fun and adventures wait any longer?