LET'S GET YOU THERE
Putting Your Financial Future Into Focus
I started 2020 Financial Planning LLC in 2010 to help people put their financial future into focus (hence '2020'). I practice as a Fee-Only CFP (R) (Certified Financial Planner (TM)).
My clients are primarily working professionals and near-retirees across many fields.
What do they all have in common? They want financial freedom. They want the ability to retire, whether that's now or in the future, and to stay retired. I show them how to make that happen.
Along the way, many have financial goals like buying a home, funding college, having an RSU strategy, traveling, and/or putting cash to work. What else do I bring to the table? . .