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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
For some, the social impact of investing is just as important as the return, perhaps more important.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Building wealth requires protection from the forces of wealth destruction.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?