Financial Planning

Come with questions, leave with confidence

Save time and money knowing you’ve made the right decision

Advice without the sales agenda

Advice prepared for you, not the masses

Adding value and security

There is no substitute for professional expertise delivered by a dedicated and experienced advisor working on behalf of your best interests. FMI represents the changing face of financial services – advice driven, not product driven.

Common discussions include:

  Paying off student loans

  Buying a home

  Getting married

  Invest or pay down mortgage

  Starting/selling a business

  Growing your family

  Career changes

  Tax reduction strategies

  401(k) Plan strategies

  College/education planning

What's Included:
On-Demand or Subscription options starting at $199

Weekly Market Commentary


Weekly Market Commentary

FMI Financial Tools


Budgeting Support

Loan Payment Strategies

Tax Optimization

Portfolio Evaluation

Insurance Assessment

Estate Planning Review

Legacy & Succession Planning

Our financial planning consultations establish a baseline for living your best life.


High-touch, proactive service to make sure everything is working together

Business Programs

Manage the financial health of your business and your employees

To give you time for the more important things in life

Let’s talk about your best opportunities.

Schedule an intro call so we can learn more about each other and assess your financial situation.