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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When considering life insurance, it's important to understand your options.
Being healthy not only makes you feel good, it may also help you financially.
For many, retirement includes contributing their time and talents to an organization in need.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Couples may be able to head off many of the problems in a marriage that money can cause.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?