About Total Wealth Planning

 

For over 30 years, Total Wealth Planning has served as a sounding board for personal and business decision making. What makes us distinct is we care about connecting with you and want to be more than just a financial planner. We cater to all aspects of your family and take on the factors pertaining to your finances, investment objectives, retirement goals, business interests and other important intentions. As a Fee-Only planning firm, we provide advice that is unbiased and focused on your best interest at all times, without product sales or commissions. The real benefit is having someone tell you the truth about where you are financially and arranging more than just the money aspects of your financial life.

Our Belief in You

We have faith in what you can accomplish. What this means is we challenge you in a way that makes you think differently about your life. You gain the ability to have a real conversation and be yourself while asking questions. Unlike other firms, we are willing to be crystal clear about where you are financially without fear of losing an account. To us, clients are not an account. 

Our Core Values

We believe the value you have goes far beyond the value of your money. It’s all the parts of your life that could affect you, your family and/or your business. The values you have become of value to us.

We Are Total Wealth Planning

As stated in our registration with the SEC, our team of 11 professionals serve 481 client households with approximately $690 million of assets under management as of 3/31/2021.  Would you like to learn more about us? Meet our Total Wealth Planning family and read about our history.