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Are your looking for independent, objective, professional financial planning advice – but you're not sure whether you can afford a financial planner? Are you concerned about the minimum account sizes that some financial planners require? If so, you have come to the right place! Whether you are looking for assistance with retirement planning, college funding, managing income, asset protection, simplifying your finances or a second opinion, I can help. A New Approach Financial Planning is a different type of financial planning firm. My vision and planning process is centered on you, the client. Enjoy your time spent on our site and contact us to set up a free, no obligation, Get Acquainted meeting to start working towards your financial goals!

A New Approach…

My Vision
I am committed to providing independent, objective advice to assist my clients to improve their financial lives and meet their personal life goals. Financial strength is a tool to allow you to accomplish what is most important to you. I work with my clients to educate them, define their goals and develop a plan to help them meet these goals. I believe the best way for people to accomplish these goals is for them to become involved in their financial lives. Finally, I believe people from all backgrounds and stages of life can benefit from periodic financial planning advice provided as they need it.

My Process
I provide services on an hourly, fee-only basis to help my clients achieve their goals. These services can address a specific concern or can be a complete financial review. Beginning with our free Get Acquainted meeting, where you will define your concerns and desires, through the on going follow up sessions, the process is designed to insure that the topics you are most concerned about are addressed. Once the topics are well defined I will develop a customized financial plan. When the plan is implemented you will move closer to meeting your goals. As your life situations or goals change, it may be desirable to review the status of your plan or address other topics of interest to you. For more details on this process please visit 7 Steps to Financial Success.

My Commitment to Clients

Your Interests Come First

I am an advocate and fiduciary for your financial interests. That means I will only provide objective advice dedicated to improving your financial life. As an hourly fee-only advisor, I do not accept commissions or other monetary compensation from product sales or third parties - my only consideration is putting your best interests first. For more information on advisors who provide objective advice on an hourly, fee-only basis, visit the Garrett Planning Network.

I Am Independent

I am not committed to any products or a particular firm. This means I will seek out the most appropriate and cost-effective investments to meet your specific needs. I am only working for you. While I am independent, I am affiliated with organizations, such as The Garrett Planning Network, that believe in providing all people with access to financial advice. For more information on me please visit Who We Are.

Are you interested in taking A New Approach to your financial life? Contact Us now for a free, no obligation Get Acquainted meeting. You’ll be glad you did! 

A New Approach Financial Planning, a member of The Garrett Planning Network, Inc., provides objective, fee-only financial planning services to a wide range of clients who come from all walks of life and backgrounds. Services are provided on a fee-only, hourly basis, or as part of a long-term advisory relationship. We pride ourselves on our experience, service and sensitivity to client needs and wishes.