Welcome to Lighthouse Financial Planning!
We are committed CERTIFIED FINANCIAL PLANNER ™ professionals who take a whole-life approach to mapping out your financial goals. Because we are fee-only, our only job is to make sure our clients are making the best choices for their futures. We don’t sell any products and do not receive any type of commission for our investment advice or financial recommendations therefore minimizing conflicts of interest in financial planning. Why go with us? Our attention to detail and development of relationships with our clients is unparalleled. We’d love to have you join us…
We’re glad you’re here. Take a moment to look around. Then let us know how we can help you with your financial goals. Let’s get started…
We believe true wealth management is more than proper management of your financial resources. It requires a big picture look starting with a clear understanding of your values and goals, and then aligning your financial resources to support your goals.
Through our planning process, we can help you discover ways to turn financial dreams into goals and then define a path to achieve those goals. Our discoveries may surprise you. We might find you are well on your way to financial security and simply need to keep up the good work. Or, we may discover ways to really change your life…perhaps you can really retire early if you begin with “X” amount of dollars. Some clients have had their lives changed dramatically for the better as a result of our work together. Others have continued on as usual with more purpose, clarity, and confidence in knowing they are on the path to achieving their financial dream. We want you to have a clear sense of purpose and satisfaction knowing that you have taken a step in the right direction for your financial success.
1. Are you where you want to be financially?
2. Does financial security weigh on your mind?
3. Will you have enough money to retire?