It's about discovering,
your version of your best life.
Financial Life Planning means different things to each of us. For some it’s all about a secure and comfortable retirement while others need guidance on how to invest their money or how to transfer their family wealth.
What you value in life is what guides us in planning for your future. With 20+ years of financial planning experience, we pride ourselves on opening opportunities while protecting what's most important to you.
A fresh take on
financial life planning.
Many advisors approach financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.
We agree that numbers do matter, but they are there to support and serve you, not the other way around.
Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.
This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives, empowered them to navigate the day-to-day changes as they transition to a new normal with greater ease and confidence.
Let's make a plan together.
You are at the center
At Alexander Financial Planning, we begin your financial life planning process by asking questions. You are the expert of your life and we are here to listen, strategize and guide you on your financial journey.
Understanding your money mindset and identifying what you value most is at the core of how we customize a financial plan that meshes with your life, today and into the future.
Our 6-Step Process:
Circular • Interactive • Repetitive
The focus may change,
but the process remains the same.
Alexander Financial Planning.
Over the years, we have had so many incredible people walk through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.
Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.