Financial Planning With Your Life At The Center
Custom financial planning and investment management focused on what is most important, you and your life.
Family Owned & Operated
We welcome the opportunity to serve our clients with honesty and respect, from our family to yours
It’s The Start That Stops Most People
Sometimes, the hardest part of any journey is simply having the courage to take that first step
Life Centered Financial Planning, We Call It Planning For Life
A simple approach to financial planning focused on what matters most to you
Financial Planning
Designed For You
We believe that financial planning is more than just numbers and spreadsheets – it tells a unique and personal story. Our aim is to help write your story by providing expert guidance and support along your financial journey.
We are happy to offer a wide range of services to fit all of your financial needs
Simply Put, We Work to Serve You
A New Approach to Planning
Our comprehensive financial planning services are driven by a genuine desire to serve our clients. With pride, we craft creative investment strategies that align with your unique circumstances. Understanding what matters most to our clients and helping them create a better life is our priority.
We Feel So Strongly About Financial Planning, We Wrote a Book About It
The Power of a Plan
How a simple Financial Plan Can Help Your Thrive Beyond the Numbers & Take Your Life From Overwhelmed to Overjoyed
By Shawn W. Dunnigan, MBA, CFP®
The Power of a Plan is a financial fable where the story's characters encounter the lessons of their financial lives and feel the pressure that money can have on our emotions and everyday lives. The characters, upon making the long-avoided decision to work with a planner, experience the positive upward momentum of having a life-centered financial plan in place.
The lessons taught in this book and the topics discussed are focused on you as the reader. By the conclusion of the story, you will find that just like the characters, you have the power to begin your financial journey and face the challenges that may lie ahead of you and take your life form overwhelmed to overjoyed.