Ryan J Shetler

If you are like most people, you have plans, assets and accounts scattered around.  You may be unsure if they really are working together and if you truly have a financial plan.  While a planning conversation can seem uncomfortable and time-consuming, these conversations will bring clarity to your long-term financial picture.  

Developing a plan helps:

• Organize the work you have already done
• Evaluate your trajectory toward your goals
• Take the steps needed to make your goals attainable. 

You no longer need to live with the uncertainty of how your plans work together.  We will help you organize them, identify your most important goals and develop a long-term strategy to make sure everything is pulling on the same side of the rope…giving you the simplicity and expertise you are looking for.