About Us

At Harbor Light Planning, our goal is to help you define your life journey.

In today’s busy world, it often feels like there is a sense of information-overload. This is especially true when it comes to managing your personal finances. There are thousands of articles online telling you what you should do with your money.

These articles, plus input from family and friends, only contribute to the nagging feeling that you just aren’t doing enough. When you look at your laundry list of financial “to do’s”, you might feel like there’s no clear path forward.

At Harbor Light Planning, our goal is to help you clarify your financial and life goals, and build a unique strategy to help you achieve them.

The majority of clients who reach out to us are looking for financial independence. They want to live their best life, whatever vision that may hold.

You deserve the freedom to do what you want, when you want, without worrying about whether or not you’re derailing retirement or your other long-term financial goals.

Our mission is to walk alongside you through life as a partner and guide. We know that your finances are about so much more than just accumulating wealth. You want to leverage your resources to live well, spend time doing what you love with the people you love, and leave a legacy. By working together, you can move toward your ideal life with confidence, knowing that you have a team of experts in your corner to help you every step of the way.


What Is Integrative Financial Planning?

Your financial life is so much more than just managing your portfolio and working toward retirement. That’s why our team focuses on holistic financial planning to meet your unique needs and goals.

What exactly is holistic financial planning?

Holistic financial planning is comprehensive in outlook. You lead a full and exciting life, and your financial plan should reflect that. Our team considers your circumstances, family needs, goals, values, and more when providing advice. As part of our ongoing services, we review:

Goals and Values

Risk Management and Insurance Coverage

Estate and Legacy Planning

Tax Planning and Tax Preparation

Portfolio Analysis and Investment Management

Retirement Planning

Cash Flow Planning

Other financial areas that impact your life

Of course, these elements of financial planning don’t necessarily speak to your day-to-day life and financial questions – and we’re here to help you with those, too. Through our ongoing consultative service model, we act as true partners to our clients as they navigate life’s many financial decisions.

We also prioritize collaborative, educational conversations with our clients. You deserve to feel heard and to understand your financial plan as it’s being implemented, and when you work with our team our goal is to ensure you always feel confident and never walk away from an interaction with unanswered questions.

integrative financial planning

Want To Learn More?

We’d love to speak with you. You can reach us to schedule a call by clicking here.

Scroll to Top