Know you’re heading in the
right direction.
Feeling like managing money only gets trickier in your 30s and 40s? Let’s design a financial strategy that grows with you—so you can feel less stress and more confidence in your future
Discover the right moves to make right now.
We get it. Life is busy. Work pulls you one way, family pulls you another, and on top of it all, managing your finances feels like a full-time job in itself.
That's why we're here.
Our process is simple and designed to fit your needs, so you can keep up with life and still build the future you want.
Get a plan for your finances.
Take action with confidence.
Get back to what you love.
Yes, we dig into the numbers.
But we apply it in a way that gets you back on track.
Financial planning is not a one-size-fits-all solution. People start from different places and work towards different outcomes. That's why our services start by establishing a relationship. We're here to understand your needs and build a strategy to help you reach your goals.
Hundred Financial Planning's services include:
Regular check-ins with on-demand guidance
Getting you on track for retirement
Help you understand where your money is going
Review employment benefits so you actually use what’s best
Help you save on taxes now and over time
And so much more!
With no asset minimums, a relationship where we will never sell you anything, and a focus on education, Hundred helps remove money as a barrier, so you’re freed up to live life more fully!
Helping people like you.
Finding the right financial advisor for your needs can be difficult. We've designed our process to be inviting and effective for a wide range of people including young families, high-earning professionals, financially-responsible millennials, and more.
Our goal is to help you live a life where your financial behaviors align with your values.
Whether you're ready to start, or you're trying to decide if we're a good fit for your needs, our free intro call can help you move forward in your journey. No future commitment required.
A positive, relational approach to financial planning & investing.
With so much financial advice out there, navigating it all on your own can be overwhelming and confusing.
At Hundred Planning Financial, we make things simple. We answer your questions, skip the jargon, and help you build a plan for today that also looks out for your future.
Our goal? To help you keep your financial life organized and balanced, so you have time to focus on what you love
