Financial Life Journeys

A large majority of American families will never be able to work with a financial planner or advisor because they do not meet the minimum net worth thresholds or they cannot afford the fees. We’re here to help! Our mission at Financial Life Journeys is to join you in an adventure by guiding you through your Financial Life Journey with comprehensive, fee-only, values-based financial planning services.

Financial Life Journeys was founded in 2019. At Financial Life Journeys, we like to have fun! Life’s journey is full of twists and turns and ups and downs…which can be frustrating and stressful. There are many financial related decisions to make from the time you graduate High School until well into your retirement. But developing a financial plan can be exciting and can establish peace, and even relational harmony. We will begin by helping you establish values-based goals…so you can accomplish what’s most important to you. Then we will help you stay consistent with your values and heading in the right direction.

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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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