Work with us to determine your financial goals and develop a plan to achieve them

Roth Financial Planning LLC provides comprehensive personal financial planning services. Our clients are individuals, couples and families, and we have no minimum asset or income level requirements.

We are held to a ‘fiduciary standard’ which enables us to put our clients’ interests first and to give independent and objective advice. We sell no products, and are ‘fee-only’ as we receive no commissions or referral fees. Although we do not manage portfolios for clients, we provide portfolio evaluations and recommendations. Billing is on an hourly basis.

As the first step in the financial planning process, we meet with you to understand your current financial situation and identify your goals, values and dreams. We gather your financial information, provide analysis, and then together we will create a plan for achieving your goals. Along the way, we can discuss any questions, issues, or challenges, and educate and mentor you so that you can make more informed decisions.

Determine your financial goals and develop a plan to achieve them