The best way to predict the future is to create it.

Fieldstone Financial is dedicated to empowering clients through tailored financial strategies that align with their values and goals. Our approach integrates decades of experience in tax, estate, and business planning.

1. Personalized Planning, Starting with You
Our journey together begins with a deep understanding of your current financial situation, goals, and concerns. Through an initial consultation, we’ll gather all the relevant information and input it into MoneyGuide Pro to develop a comprehensive financial plan. This plan will become the blueprint for our work together, outlining key milestones and action steps across every area of your financial life—from tax strategies and estate planning to small business consulting and family legacy planning.

2. Action Plans for Every Aspect of Your Financial Life
From the comprehensive financial plan, we’ll build individualized action plans for every component:

• Tax planning and optimization
• Estate planning and wealth transfer
• Retirement planning and income distribution
• Small business strategy and succession planning
• QuickBooks Online consultation and financial reporting
• Legacy and family trust planning
• Any other specific needs that arise based on your unique situation

Each action plan is designed to be flexible, adapting as your life changes and ensuring you stay on track to meet your long-term financial goals.

3. The Journey: Mapping Your Financial Future
With your personalized action plans in place, we’ll walk you through how your financial future will unfold. We focus on creating confidence and clarity—whether you're preparing for upcoming milestones like college funding, nearing retirement, or planning your legacy for future generations. Our goal is to help you visualize what success looks like and guide you step by step toward achieving it.

4. By Referral Only: A Practice Built on Trust
At Fieldstone Financial, we maintain a selective, "by referral only" practice. This allows us to focus deeply on each client, providing the highest level of attention and care. By keeping our client base limited, we can offer a truly customized and high-touch experience to help you navigate life’s most important financial decisions.

5. Ongoing Support and Guidance
Financial planning isn’t a one-time event—it’s an evolving process. We’ll continue to work with you over time, revisiting your plan regularly to ensure it evolves with your life. Whether you face changes in career, family, or market conditions, we’ll be there to provide proactive advice and peace of mind.