Our Philosophy
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.
Our People
Helpful Content
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Doubling Your Money
This calculator demonstrates the power of compound interest.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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This calculator can help determine whether it makes sense to refinance your mortgage.
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This calculator can help you estimate how much you should be saving for college.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate your monthly and annual income from various IRA types.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A presentation about managing money: using it, saving it, and even getting credit.
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The Cost of Procrastination
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate