About Favored Financial Planning

Favored Financial Planning is a registered investment advisor and was intentionally designed to be a fee-only financial planning firm. As a client, you can expect:

  • Straight talk. I don’t sell any financial products nor receive any commissions. As a fee-only financial advisor, my only compensation is what you pay for my professional advice. The complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see a lot of attention focused on areas of your financial life that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me as often as is necessary to help you accomplish your financial goals.
  • Value for your money. I am committed to providing service that exceeds your fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
  • The highest professional standards. I am committed to the  Alliance of Comprehensive Planners’ Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Professional Affiliations

Would you worry less with a professional fee-only financial advisor on your side? Learn more about the financial strategies that will help you achieve your goals.

Please click here for disclaimers, disclosures and important legal information.