GUIDING YOU TO AND THROUGH
FEE-ONLY FINANCIAL PLANNING BY A FIDUCIARY FINANCIAL ADVISOR
Optimize Income Ι Lower Taxes Ι Improve Investments
What we do
Ongoing Financial Planning
Many life decisions are financial decisions and many financial decisions are life decisions. By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you’re not overpaying taxes and stay on top of your finances.
Investments are important and should be coordinated with the rest of your financial plan. We focus on the investor’s return and chances of meeting your goals rather than trying to guess which investments will outperform.
Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
1- Get a One-Page Plan
This 60 minute meeting allows us to share our thoughts and observations with you and allows you to see how we will work together. We’ll cover taxes, retirement, investments and more.
2- Get a Comprehensive Plan
Once you decide to move forward, this 3 meeting process will come with specific recommendations around retirement and other goals, investments, taxes, insurance, estate planning and company benefits.
3- Get Going
We will assist you in implementing your plan and follow a systematic process to stay on top of your finances and make sure you optimize income, don’t overpay taxes and improve your investments.
Why Choose us?
Value you get
While our expertise can help a broad range of people nearing or in retirement, we prefer to work at the intersection of retirement, taxes and investments. The more statements that describe you below, the better fit we are.
I'm a Fee-Only CFP®. Here's why that matters.
Earlier in my career, I worked in parts of the industry that required me to sell products for a commission. Needless to say, it wasn’t a good fit – and it’s why I eagerly founded Provision Financial Planning as a Fee-Only firm. The only compensation I receive is from my clients, which allows me to be a Fiduciary at all times.
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a NAPFA-Registered Advisor, I complete 60 hours of Continuing Education every 2 years. As an Enrolled Agent (highest credential the IRS awards), I complete 24 hours per year on taxes. While there is some overlap, that’s a lot of formal learning!