"A goal without a plan is just a wish."
– Antoine de Saint-Exupery
Aqua Financial Planning, LLC is a boutique financial planning firm. We are currently offering virtual and phone meetings which we have found to be very productive. In person meetings may be an option for local clients.
As an Independent Registered Investment Advisory firm, we are not beholden to any particular company or products. We offer our services on a fee-only basis which means that our only compensation is from the client.
Aqua Financial Planning, LLC has always proudly served in a Fiduciary capacity to our clients.
We offer our clients a full array of financial planning services. Our objective is to help you achieve your financial objectives.
FINANCIAL PLANNING SERVICES
- Retirement Plan Savings & Distribution
- Cash Flow, Savings & Budgeting
- Employee Benefit Guidance
- Women's Financial Needs
- Planning for Single Individuals
- Social Security/Medicare Strategies
- Investment Selection/Asset Allocation
- Small Business Retirement Plans
- Insurance Consulting
- Tax Planning
- Mortgage Review and Assistance
- Planning for Young Professionals
HOLISTIC FINANCIAL PLANNING
Aqua Financial Planning, LLC takes a holistic approach in our financial planning process. "Holistic", by definition, emphasizes the importance of the "whole" and the interdependence of its parts. We analyze and evaluate much more than just our client's investments as we believe that it would be a disservice to them to do anything less.
Our FINANCIAL PLANS are personalized and created based upon YOUR needs and objectives. We don't just stop there. We offer you the opportunity to have us continue to monitor your financial situation and recommend adjustments as needed.
We hope that the information provided on this website will offer you some insight as to what we do and how we can help you to achieve your goals and dreams.