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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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Determine your potential long-term care needs and how long your current assets might last.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Keys to Investing for Retirement
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Retirement Plan Distributions
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Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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You’ve made investments your whole life. Work with us to help make the most of them.
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It May Be Time for a Financial Checkup
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The Business Cycle
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