Who We Serve
When it feels like life’s moving a mile a minute, we’ll make sure you (and your finances) are headed in the right direction.
The Pieces of Your Financial Life are Meant to Fit Together.
But you still need a plan to connect them.
A significant life event is happening. Or, perhaps, it’s already happened.
A Big Career
Change
Inheriting a Loved One’s Estate
Separating from a Spouse
The Sale of a Business
Big moments like these change your wealth picture.
Every decision you make now carries consequences, impacting everything from taxes to your readiness for retirement.
More than ever, you need to know:
How can I best manage my tax bill today and across my lifetime?
Can I still retire on time, or do I need to reconsider?
Will my portfolio be protected when the markets trend down?
What’s the best way to manage a serious windfall?
If something happens to me, is my family financially protected?
How We Help
What feels like a single moment often sets off a chain reaction across every part of your financial life.
Our team of CERTIFIED FINANCIAL PLANNER™ professionals shares decades of experience walking clients through life’s biggest transitions.
As your steady guide and champion for success, we help slow down the decision-making process, giving you the breathing room to evaluate your options and make thoughtful, forward-focused decisions with the full picture in mind. You keep focusing on life’s important moments, and we’ll be here supporting you every step of the way.
Does This Sound Like You?
The Center for Financial Planning empowers individuals and families experiencing a significant transition, often around retirement. Clients come to us concerned about making the right decisions, as we help them consider the long-term impact from every angle.
Approaching Retirement
You’re within 5–10 years of retirement and want to understand where you stand and what decisions matter most.
Recently Retired
You’ve made the transition and want to organize income, investments, and tax decisions.
Navigating a Transition
You’re experiencing a change such as selling a business, losing a spouse, or receiving an inheritance.
Every Question Deserves a Confident Answer, Centered On You
Ready to learn more about how we can help?
Schedule a no-pressure consultation with our team today.
Frequently Asked Questions
How is this different from working with an advisor long-term?
This is a one-time consultation. You’ll receive a structured review and clear next steps to consider, but there’s no ongoing commitment.
What will I walk away with?
You’ll leave with an overview of where you stand, along with a set of practical next steps you can consider implementing on your own.
Who is this best suited for?
This is designed for individuals nearing retirement who want guidance and a plan, but aren’t ready to engage in a long-term financial relationship.
How much does it cost?
The consultation fee will be discussed and agreed upon on a one-on-one basis prior to engagement.