Our Advantage

Personalized planning makes a difference.

We’re a tight-knit team led by four CERTIFIED FINANCIAL PLANNER™ professionals and backed by national resources. Our process gives us a full picture of where you are and where you want to go.

The Plan It approach is…

Holistic. Our recommendations are comprehensive and completely customized to your unique situation and goals. We’re resourceful collaborators who often work directly with our clients’ other partners – including insurance agents, accountants, attorneys and more.

Team-based. While each of our clients has a dedicated financial advisor, our team comes together often to leverage our collective experience and ensure every plan is set up for your unique situation.

Proven. CERTIFIED FINANCIAL PLANNER™ professionals undergo a rigorous multi-year, multi-step training process. Each of our partner advisors has the knowledge and skills it takes to achieve this national standard of excellence.

Independent. We operate without obligation to any proprietary investment products or approaches. This allows us to be more flexible and explore every potential path without limitations. We have only one person’s interests in mind: yours.