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At Lavish Financial Planning, our mission is to change your perception of financial planning, turning it into easy-to-implement financial changes that will help you reach your life goals.

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We are a family-focused, women-led financial planning practice that works virtually with clients across the country. Many of our clients are individuals, couples and families facing large life decisions who need the proper tools and guidance to make the best decisions for their futures. Whether that's a new career opportunity, a marriage, planning for a family, or reimagining what retirement looks like for them.

We develop goal-based financial plans that fully capture your current and future financial circumstances, and we strive to understand and communicate a comprehensive view of family wealth and lifetime success. Through our fee-only platform, we are always aligned with your interests.

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WHAT WE DO

As your CERTIFIED FINANCIAL PLANNER™, we take a comprehensive, holistic approach to deliver one seamless, fiduciary experience

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FINANCIAL PLANNING

We provide a comprehensive financial plan built around your life goals, from life insurance and estate planning to saving for college and buying a home. Every plan is designed to give you clarity, confidence and control.

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INVESTMENT STRATEGY

We offer truly unbiased and independent advice to guide investment choices that are in your best interest. As a fee-only practice, our guidance is never influenced by commissions or outside interests. Only yours.

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Other ways we support you

SAVINGS & BUDGETING

Increased oversight of your savings and spending allows your family to have more clarity on the path to achieving your financial targets.

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TAX EFFICIENCY

We stay current on tax codes and regulations to ensure your asset growth is never limited by a lack of tax oversight.

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GOAL PLANNING

By maintaining a year-round relationship with our clients, we are better positioned to help you reach your goals. Not just at annual reviews, but every step of the way.

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RISK ANALYSIS

Protecting your wealth accumulation is a key priority in any financial plan. We perform a thorough risk analysis to ensure the proper tools are in place for you and your family.

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Why choose us

Our high attention to customized service and our independent advice is what truly sets us apart. This quality of service, coupled with a clear path toward your financial goals, is what allows our clients to attain their dreams.

Do you have plans to grow your family and have questions about life insurance, purchasing a home, saving for college or estate planning? Does thinking about your financial future cause you to feel a lack of control? We built Lavish Financial Planning to change that.

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RECOGNIZED EXPERTISE

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  • A black t-shirt featuring a skeleton playing a guitar, with yellow text saying 'I don't always die, but when I do, I prefer to do it in style.'
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Ready to take care of your financial future?

Let's start with a conversation. Book a complimentary discovery call or send us a note. We'd love to learn where you are and where you're headed.

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