Financial Journey Partners

We help individuals, families and small business owners pursue their financial goals by using a financial planning process that creates a plan that is unique for each client. We recognize that each client and their situation is unique and therefore requires a plan that is customized to their specific situation. We believe in using a financial planning process that starts with getting to know our clients and understanding their financial goals. We gather information about our client's current situation and use financial planning software to develop a financial plan that, depending on your needs, includes a personal budget, asset allocation for their investments, retirement savings plan, retirement distribution plan, life insurance, education funding and long term care insurance.