Tailored for you

Most clients share similar goals and concerns, at The Prudent Planner, we are most interested in determining what makes you different. Often, the differences highlight the unique priorities and financial realities that should be reflected in your individualized financial plan.

Without first conducting a thorough inquiry into the many facets of your life, we believe it is impossible to make suitable recommendations.  We make it a point, as reflected in our process, to get to know you, your values, your aspirations, as well as assess your current and projected financial situation. As an independent financial planner, we are then free to recommend the best solutions for your needs, not just provide off-the-shelf solutions that may not be best-suited to your particular financial situation.