Impact Financial Life Planning LLC
Flat-Fee Financial Planning for individuals and couples seeking a personal CFO.
I specialize in providing personalized financial advice and education to help clients achieve their life goals by first really getting to know them, prior to digging into the numbers!
My mission is to help clients define their "why" and then work with them to align their spending with their values with a tax-conscious, intentional savings and investing plan in order to optimize their money and reduce their financial worry.
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.