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.
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.