Young Professionals • Families • Inherited Wealth
Creating your ideal future one dollar at a time
A fee-only fiduciary financial planner committed to always working in your best interest.
Getting the most out of every dollar and creating your lasting impact
How we help
A complete financial plan unique to you that sets the stage for achieving both short term goals and long term success.
Ongoing Planning and Investment Management
Align your investments accounts with their purpose and manage risk. Routine review to monitor and update as life happens.
Student Loan Planning
Feeling the stress of your loans and confused by IDR, PSLF, PAYE, REPAYE, etc.? Understand your options and tackle your debt.
Making financial planning accessible to everyone, earlier in life, to create the greatest impact.
A clear, understandable plan
Helping you achieve the life you want
View our process
Too many people wait too long to find a financial planner because they either:
- Don’t think they have enough money to hire one (for many traditional investment advisors, this may unfortunately be true!)
- Are unsure where to find an advisor that they can trust
- Feel overwhelmed with work, family and the other responsibilities of life, and don’t know where to start
As a fee-only advisor, Create Wealth Financial Planning was established to help with the financial plan of your dreams.
Who we work with
While every one of our clients has their own unique goals, aspirations, and challenges, they will typically exhibit some of the following characteristics:
- Somewhere in Gen X or Gen Y (25 - 50 years old)
- You may have a young family you are planning for
- Working your way up in your career, with some income now to start putting towards your financial goals
- You may have student loans or other debt
- You may have a nice nest egg started or you might only have a few hundred dollars to invest, making it difficult to find an advisor willing to give personalized advice
Independent, objective, fee-only, and dedicated to acting in your best interest.
Meet your advisor
CEO/Founder, CFP®, CSLP®
Learn more about Jeff
My career helping individual investors began in 2003. I always had a vision for a firm dedicated to helping people become financially independent, not just helping those who are already there. In 2020 I founded Create Wealth Financial Planning to help the individuals and families I work with make positive financial decisions while they still have time to make a dramatic impact.