At Fields Financial Planning, our philosophy is simple - PLAN FIRST. We firmly believe that a goal without a plan is just a wish.
We have a simple three-step process to accomplishing your goals:
PLAN - Our initial discussions will be focused on learning about your personal situation and identifying your goals. We will then work collaboratively with you to design a holistic plan to achieve those goals.
IMPLEMENT - Next, we will identify solutions based on your unique circumstances that are specifically tailored to reaching your goals. As independent planners, we have the ability to choose from a variety of investments and products to achieve your objectives.
MONITOR - A properly executed plan still requires constant monitoring to be successful. As the famous boxer Mike Tyson once said, "Everyone has a plan until they get punched in the mouth." Life happens, so we will be there to adjust as your situation changes.
Please feel free to look around our site and send us a note if you have any questions. We'll get back to you quickly with a thoughtful response.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here are 4 great, and sometimes unexpected, places to raise a family.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What does the Tax Reform and Jobs Act mean for you?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?