{"id":592,"date":"2014-03-19T15:23:11","date_gmt":"2014-03-19T15:23:11","guid":{"rendered":"http:\/\/the7.dream-demo.com\/business\/?page_id=592"},"modified":"2025-01-22T15:57:53","modified_gmt":"2025-01-22T15:57:53","slug":"homepage","status":"publish","type":"page","link":"https:\/\/fi-nancialplanner.com\/","title":{"rendered":"Homepage"},"content":{"rendered":"

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THE FIRM<\/h2><\/div>
Is FI-nancial Planner Right for You?<\/div><\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” bg_type=”bg_color” seperator_enable=”seperator_enable_value” seperator_type=”triangle_svg_seperator” seperator_svg_height=”30″ seperator_shape_background=”#f8f8f9″ type=”vc_default” margin_top=”75″ margin_bottom=”20″ min_height=”0″ css=”.vc_custom_1479919687423{padding-top: 90px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” bg_color_value=”#ffffff”][vc_column offset=”vc_col-lg-6 vc_col-md-6 vc_col-xs-12″ css=”.vc_custom_1479919679995{padding-bottom: 30px !important;}”]
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Welcome to FI-nancial Planner -<\/h2><\/div>
A Virtual Financial Planning, Investment Management and Tax Preparation Firm<\/div><\/div>[vc_column_text]I help with everything financial so you can enjoy the journey to financial independence. \u00a0When you achieve your goals, I\u2019ll be there to confirm you have the freedom to work on the things that matter to you, rather than just a paycheck.<\/span><\/p>\n

As a fee only fiduciary, I have a legal obligation to act in your best interest and provide unbiased advice.\u00a0 For all of my recommendations I make sure the costs are reasonable, and the outcome is more than worth the costs incurred.\u00a0 You will quickly realize how deep my frugal nature is; I don’t like others to waste money either![\/vc_column_text]

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Fee-Only<\/h2><\/div>
No commissions, no hidden charges.<\/p>\n

I pride myself on providing clear value with transparent costs.<\/div><\/div>[\/vc_column_inner][vc_column_inner width=”1\/2″ css=”.vc_custom_1479919579020{padding-bottom: 30px !important;}”]

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Fiduciary<\/h2><\/div>
Always acting in the best interest of my clients.<\/div><\/div>[\/vc_column_inner][vc_column_inner width=”1\/2″ css=”.vc_custom_1479919584839{padding-bottom: 30px !important;}”]
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CERTIFIED FINANCIAL PLANNER\u2122<\/h2><\/div>
CFP\u00ae<\/span>\u00a0professional since 2013.<\/div><\/div>[vc_single_image image=”15235″ img_size=”300×104″][\/vc_column_inner][vc_column_inner width=”1\/2″ css=”.vc_custom_1479919590308{padding-bottom: 30px !important;}”]
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Certified Public Accountant<\/h2><\/div>
CPA designation since 2012.<\/p>\n

Licensed in Maryland and Virginia.<\/div><\/div>[vc_single_image image=”15230″ img_size=”250×108″][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column][vc_column_text]<\/p>\n

As seen on:<\/h3>\n

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