Golden Bell Financial Planning, LLC

At Golden Bell Financial Planning, our mission is to provide honest, objective, independent financial advice and thought leadership at a fair price. We do this by developing and implementing comprehensive, tailored solutions for a limited number of clients who we enjoy working with as partners.

We focus on the totality of your finances with an aspiration to help frame your financial decisions, educate you on the options and potential outcomes, cogently explain what we would do if in your shoes, and then help you to implement. Our pledge is to be candid in our advice, to tell you what you need to hear rather than what you want to hear, to be realistic about expectations, to be transparent about any conflicts, and to be honest about what we know and what we don't know.