Following a more than 30-year career in investment management and insurance, I founded Plan For It Financial. In doing so, I followed my passion for helping others gain a deeper understanding of their personal finances. Distilling complex financial topics and presenting them in a straightforward manner is central to my approach and process. I take great pride in and am grateful for the opportunity to guide clients as they navigate the challenge of balancing living for today, while maintaining an eye toward the future.

Areas of focus include identifying and establishing financial goals, cash flow and debt management, investment advice, insurance planning, income tax planning, estate planning, retirement planning, personal finance education and more.

Core Firm Belief:

• A goal without a plan is just a wish.

Guiding Principles:

• Plan For It Financial is an advice-only financial planning firm. You can expect comprehensive financial advice and education without the precondition of managing your investments.

• Plan For It Financial is a fee-only firm. You will always know what you are paying, in the form of a flat fee, and there are no asset minimum threshold requirements.

• Plan For It Financial acts as a fiduciary to its clients and is legally and ethically required to always act in your best interest.

Please visit www.planforitfinancial.com for more details and to schedule an introductory meeting. I look forward to talking with you!