Benefits to You…


You want to know “Will I benefit from getting help with my personal finances ?!”

The benefits of doing financial planning are numerous but can be distilled to these three nuggets:

As a credentialed, fee-only financial planner I deliver these game changing benefits to clients …

See our mini-case studies to learn the concrete ways we’ve helped clients do these things.

We’re also happy to report that these benefits are equal opportunity – they are available to everyone regardless of net worth, income, nest egg size, the color of your collar, marital status, age and so on.

Here is a chart that shows the 27 distinct benefits of financial planning with a dollar quantification of the value of each!

We think Thomas Edison said it best…

“Good fortune is what happens when opportunity meets with planning.”

Thomas Edison

…and Eleanor Roosevelt inspired us to breakthrough our inertia…

“It takes as much effort to wish as it does to plan.”

Eleanor Roosevelt

Please call soon to unleash the transforming power of financial planning on your personal finances!