As your thinking partner,
we help our clients identify
and realize their financial goals...
getting them from where they are today,
to a more secure and possibility-filled future.
We're ready when you are.
of your best life.
Financial life planning is about discovering, planning,
and living your life story.
We work with you to understand your money mindset,
identifying what you value most in life
so your life story meshes with your financial plan.
Protecting your assets
We ensure that the assets
you worked for are
Providing for loved ones
We help make sure those
close to you
are part of
Planning for the future
We offer strategies that
plan for today, tomorrow
and into the future.
Let Alexander Financial Planning
help enrich your life story.
A fresh take on
financial life planning.
Many fee-only advisors approach personal financial planning strictly by the numbers – budgets, net worth, insurance, investment returns, and taxes.
We agree that numbers do matter, but they are there to support and serve you, not the other way around.
Our unique approach flips the script and places your story at the forefront, allowing us to build a customized plan with your goals and aspirations as our guide.
This game-changing strategy has helped our clients unleash long-simmering dreams, guided them through pivotal points in their lives with transitional planning, and empowered them to navigate the day-to-day changes with greater ease and confidence.
Let's make a plan together.
Leaving a Lasting Personal Legacy
Join us Thursday, April 25th as national expert Susan Turnbull explores legacy planning as a powerful complement to estate planning.
The word "wealth" usually brings to mind tangible assets. But behind the legal documents and the dollars lies a wealth of intangibles - key relationships, stories to be remembered, and a mosaic of values, visions and hopes.
To neglect the intentional communication of the intangibles, she says, may deny future generations the full value - in every sense - of the inheritance you plan to provide them.
We've never heard a better speaker on this topic than Susan Turnbull... and we pulled a few strings to get Susan here.
This is a not-to-be-missed program!
LEARN MORE & REGISTER