The Financial Planning Co.

The Financial Planning Co. is a boutique financial services firm focused on providing investment management and financial planning services for individuals and families. The primary offerings are retirement planning, investment management, and the proprietary Psalm One Portfolio – a Biblically responsible investing approach.

Clients of The Financial Planning Co. range from college-aged individuals looking to start adulthood with a sound financial foundation to retirees outsourcing investment and distribution planning to a professional so they can enjoy their time away from work. Most clients are in the middle of the life stages, commonly juggling the priorities of their growing families, advancing careers, and all the wants and needs that come with those items.