Personal Money Planning is a Fee-Only Financial Planning and Investment Advisory firm. We work with individuals, families, and businesses, to help them determine and achieve their financial goals.
We don't just tell you what to do; we take the mystery out of financial planning and investments. Our clear recommendations will show you how you can reach your goals...and perhaps your dreams.
The Personal Money Planning Difference
We include all the financial areas in your life, including taxes and investments into a comprehensive plan.
♦Individual, Confidential Service♦
Each client is different, and our advice is different for each. Money is an intensely personal matter. That is why we treat you as a unique individual, providing the professional guidance you need to focus on your goals. We are a small, independent firm whose only loyalty is to our clients.
♦Unbiased, Fee-Only Commitment♦
We provide investment advice without the conflict of commissions. Some firms call themselves "fee-based" but still sell products. We never receive compensation from the sale of investments or insurance. This ensures that we remain objective--our income does not depend on us "selling you something."
♦Substance, not just form♦
At Personal Money Planning you won't find mahogany desks and three-piece suits. Instead you'll find people who genuinely want to help you reach your dreams. We can only be successful if you are.
Our investment advice is customized to each client. We examine your situation, your current portfolio, determine the level of risk that you can live with, and then recommend the specific investment mix that is right for you. We will even help you open an account, and allocate your money according to the recommendations that were established.
Financial planning is offered on an hourly basis. We can answer a specific question that you have, project what you'll need for retirement, help you figure out how much and what types of insurance you need, or complete a comprehensive financial plan. We don't have a cookie-cutter formula; rather we tailor our advice to your personal needs.
Being a Fee-Only firm, you can rest assured that we are not making our recommendations based on how much commission we are going to earn or a trip we are trying to win. Our only compensation comes for you, the client. No gimmicks, no kickbacks from a company or product we recommend.
To learn more about us, choose from one of the selections on the left side of this page.