Neil J Fortwendel

True financial freedom isn’t about maximizing every tax strategy or investment return. It’s about living a life aligned with your values, passions, and preferences. The real challenge isn’t achieving financial independence; it’s learning to live in it.

Financial planning encompasses far more than simply owning an investment account, insurance product, or maintaining a budget; it is a full circle, comprehensive approach.

For nearly 20 years, I have met with many great people who have had all the right “stuff” on paper but lacked a true financial plan.  Rarely do our clients initially have a true understanding of what their financial capacity is or what it could be.  Financial security cannot be found from an investment account’s rate of return alone.  Through our planning-driven approach, we will help you see how all the moving pieces of the financial planning “puzzle” fit together to give you the confidence to live life differently.   We help you connect what is on your balance sheet with what is in your heart.

There is a common misconception that all financial planners are "certified", but that is not the case. The title “financial planner” can be used by just about anyone.  To truly be certified, one must obtain the CERTIFIED FINANCIAL PLANNER™ professional certification which is considered the standard of excellence in financial planning.  

As a CFP®, I have passed the comprehensive certification exam and am held to rigorous ethical, education, and training standards to ensure my financial planning recommendations are in your best interest.  For more information regarding the CFP® certification, see https://www.cfp.net/.

Our vision is to partner with you long-term and to celebrate achieving your financial goals.  There is a considerable difference between a financial planner and a financial salesperson.  Let us show you how we are different!