Financial Planning

Do I Need a Financial Planner?

An impending retirement. A career change. An inheritance. Life changes are an opportunity to make sure you are on the right track with managing your money. Financial planning with Journey Tree can help you answer the big questions and provide a sense of security about your future. Some of the specific benefits of financial planning with us include:

  • avoiding mistakes
  • being prepared for emergencies
  • minimizing taxes
  • streamlining finances
  • managing risk
  • improving cash flow

We review and adapt financial plans as our clients’ lives change. We are also always available to consult with clients regarding major purchases or decisions that affect their finances.

As needed, we also facilitate work with other professionals such as estate attorneys, CPAs, and mortgage brokers.

The clients that benefit most from Journey Tree Financial Planning are ones with some complexity in their financial situation. And one of our specialties is working with university faculty. We understand the unique challenges and opportunities they face.