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
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.
"Among all things, it is our relationships which prove to be our greatest assets"
-Shawn Dunnigan, MBA, CFP®
"Someone's sitting in the shade today because someone planted a tree a long time ago."
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.
"The journey of a thousand miles begins with one step"
- Lau Tzu, Chinese Proverb
"The greatest gift you can give your family is a well- thought out and executed financial plan."
-SHAWN W. DUNNIGAN, MBA, CFP®
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.