Fields Financial Planning was born out of the desire to find a BETTER way to help clients manage their financial lives. Our proprietary process integrates wealth management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Our objective is to assist you in organizing all the pieces of your financial situation into a clear and understandable plan. Each plan is unique and many of our services may not be necessary at this time. As your life unfolds and your needs evolve, our process, The Fireside FORMula, is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
Having developed and refined this proprietary process, it has become clear that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those families that will receive the most value from our services. In doing so, we are able to provide an elevated client experience designed to keep all the pieces of each client's individual plan in place.