Personal Money Planning offers a variety of services. It is our belief that the interests of the majority of our clients are best served by investment management preceded or accompanied by a financial plan. Without a financial plan, it is impossible to determine whether goals can truly be met. It is also impossible to make sure all aspects of a person's financial life will work in harmony.
While we prefer a financial plan be completed, we also offer services to those who, due to their personal circumstances or budget, choose not to undertake a financial plan. We can advise on a one-time or continuous basis on a client's investments, 401(k) plan, IRA decisions, insurance selection, or other financial matters.
In addition, a partial plan covering retirement only (known as a Retirement Plan) can also be arranged.
We offer a free, introductory meeting, where you can sit down with us face-to-face and discuss your specific needs. This gives us both a chance to see if we would make a good team in reaching your financial goals. Alternately, we are available by phone to answer questions you may have about our services or us. Please contact us if you would like to set up a meeting.
You can jump to what interests you from the following list. To view supporting documents concerning our services, go to the Documents area.