Under Par Planning
We help our clients spend less time worrying about money and spend more time doing what they love. Real financial planning isn't about insurance, investments, or commissions. It's about creating your best life, your Under Par life, as soon as possible.
We do our best work with busy professionals in their 30's and 40's, have household incomes of $200,000 or more, and want to create their future rather than simply participate in it.
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.