FI-nancial Planner LLC
Welcome to FI-nancial Planner, a virtual financial planning, investment management and tax preparation firm.
I help with everything financial so you can enjoy the journey to financial independence. When you achieve your goals, I'll be there to confirm you have the freedom to work on the things that matter to you, rather than just a paycheck.
As a fee only fiduciary, I will act in your best interest and provide unbiased advice. For all of my recommendations, I will make sure the costs are reasonable, and the outcome is more than worth the costs incurred. You will quickly realize how deep my frugal nature is; I don't like others to waste money either!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.