Get proactive with your
financial plan.
Has managing your money become more overwhelming as you navigate your 30s and 40s? Let's work together to create an active, effective financial strategy for your needs, so you can worry less.
Discover the right moves to make right now.
We get it. Life is busy. Work is demanding. Relationships are complicated. Kids are great, but they need time and attention. On top of all you have to do, there is so much more you want to do. It can feel impossible to stay ahead of everything, especially your finances.
That's why we're here.
We work with you to build a financial future that's right for your needs, budget, and timeline. The process is surprisingly simple.
Get a plan for your finances.
Take action with confidence.
Get back to what you love.
Adaptable financial services.
There when you need them.
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
Retirement planning
Cash flow and debt management
Employee benefits optimization
Strategic tax planning
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.
There is a lot of financial advice out there. Trying to navigate it all by yourself can quickly become overwhelming, time-consuming, and/or even contradictory.
At Hundred Planning Financial, we strive to skip the jargon, find answers to your questions, and create a financial plan designed for your life right now.
We understand that the world of savings, investments, and money management isn't always easy. But we have also seen that with the right strategy and an experienced advisor at your side, you can move in a positive direction while still having the time and energy to actually enjoy your life.
Left unchecked, even the most financially responsible people can begin to develop an unhealthy relationship with their money. We're here to help you stay on track, maintain control of your finances, and build toward a positive, lasting legacy
