Susan Einberger (CFP®, MBA)

Susan Einberger focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We help you identify your life goals so your financial plan can support those goals. We will discover who you are; what are your values and vision? We will uncover what you are pursuing; what are your goals (not your neighbors or coworkers' goals)? We will ask, “If you had all the money you need, how would you spend your time in ways that are meaningful to you?”

Additional Information

We help people achieve financial independence while enjoying life’s journey. We are CERTIFIED FINANCIAL PLANNER™ professionals with strict ethical standards. We are fiduciaries acting in your best interest. Our flat Fee-Only model avoids conflicts of interest. We listen. We educate. We collaborate. We help clients across the country Enjoy the Ride!