Dreamfield Planning Group, LLC

Dreamfield Planning Group is the culmination of many years working at the craft of financial planning. The name represents the faith I have in this discipline and my efforts in the service of others. A lot of financial firms use phrases like "Wealth Management" or "Financial Group" in their titles, but I wanted to emphasize first and foremost that my focus is on financial planning. I enjoy the teaching and interactive aspects of the job, where clients are invited to engage in the plan creation, input, and design processes. One of my greatest strengths lies in making complex subject matter easy to comprehend, which means some of the best tools in my kit are analogies, stories, and other illustrative ways to help clients understand. In the final analysis, most financial advisors genuinely want to help their clients, but having a "fee only" distinction means I have already removed myself from any potential conflicts when it comes to objective advice on finances versus selling products like insurance or mutual funds.