Philip DeJong
Wealth Management Advisor|CFP®, ChFC®
Partnering with You to Align Your Money with Your Heart
Client Testimonial
Working with Phil has been so refreshing! He not only provides financial wisdom, but also support and guidance in some of our family's biggest decisions.
Our Approach to Financial Planning
Financial planning is not about money. Money is simply a tool to help you live your life. Our approach to financial planning is to understand how you define a well lived life and to partner with you to develop a plan to accomplish and protect that life. A good financial plan is a roadmap to get where you are going and be ready for the unexpected along the way. Through regular review meetings we will update your financial plan to reflect the evolution of your life and goals.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Areas of Expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Education Planning & Funding
Tax-Efficient Strategies
Multigenerational Planning
Estate Planning