High Mountain Financial Planning
Our Mission - To guide individuals and families to building and living a life they love – through coaching, education, and planning.
It’s never too early and it’s never too late to create a future you can be excited about. Let’s do it together.
High Mountain Financial Planning is a virtual fee-only financial planning & investment management firm located in Fort Myers, Florida - close to Naples and Estero. Through technology we serve clients both in Florida and across the entire United States. We believe fee-only advice from a fiduciary financial advisor should be available to everyone – regardless of how much or how little they may have accumulated.
HOW I HELP
• I help you discover and build a plan to have freedom – money freedom, time freedom, and mental freedom
• I help you identify and eliminate any gambling or speculating that may be occurring with your investments
• As your financial planner and coach, I simplify the financial planning process – breaking your planning to actionable attainable steps
NEXT STEPS
• Learn more on our website - highmountainfinancial.com
• Book a 30 minute conversation on my calendar - Free Consultation
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.