Building long-term relationships is our priority at Common Cents Planning. We start the journey by taking the time to understand each of our clients personally. Together, we carefully chart a course to pursue financial success, using prudent wealth management strategies. Since 1985, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission.
Common Cents Planning is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth understanding of your financial situation and your values as they relate to your financial plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.