Our Financial Planning Philosophy:
We work with people who are good at what they do and respect professional expertise. You don’t need to be an expert on finances. We’ll meet you where you are. We’ll build a collaborative partnership that empowers your relationship with money.
Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice helps them to make those good decisions. It’s not just about making money, it’s about achieving the life you want. Our mission is to help you feel in control of your money and make informed decisions that will allow you to meet your goals.
Do you know if you will have enough money to retire when you want? Are you putting money in good investments that fit your lifestyle? What happens to your money if you’re suddenly deceased or incapacitated? Are you living to make money, or are you making money to live?
Peace of Mind Financial Planning, Inc. helps people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and we minimize their worries so they can sleep better at night.
At Peace of Mind Financial Planning, Inc., we have an environment where people of diverse backgrounds are welcomed, supported, and well served. We know that a thriving economy is one in which no one is excluded, and everyone has the opportunity to flourish.
|  |
 |