Who We Are
Fields Financial Planning was born out of the desire to find a BETTER way to help clients manage their financial lives. Our proprietary process integrates investment management with risk and debt management, as well as income and tax planning, for successful families, professionals, and business owners.
Our objective is to assist you in organizing the various pieces of your financial puzzle into a clear and understandable plan. Each plan is unique and many of our services may not be necessary at all times, but our process allows us to adapt as your circumstances change.
What We Do
As your life unfolds and your needs evolve, our process, The Fireside FORMula, is designed to continually adjust to your critical financial events and keep your plan on track.
Having developed and refined this proprietary process, it has become clear that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those individuals and families that will receive the most value from our services. In doing so, we strive to provide an elevated client experience.