Isn’t financial planning just for rich people?

This is a common misinterpretation of financial planning. While investing is a factor in financial planning, it is only one piece of the puzzle. In fact, our planning system focuses on defining goals and creating a budget or cash flow system to work towards those goals. These are cornerstones to a strong financial plan and should be defined before investments come into play.

You do not need to have “investable assets” to work with us. Our focus is on how you are using what you earn currently and hopefully creating a system of saving to see you into the future.