Founder and Principal
01. Fee-Only Fiduciary
Financially in Tune is a fee-only, fiduciary advisory firm serving individuals and families.
02. Independent
We provide independent advice and do not accept commissions or payments from financial companies
03. Are We Right For You?
We work with clients at all stages of their life seeking direction to achieve their financial goals - from young people starting out to retirees.
Why Financially In Tune For Financial Planning And Investment Management?
A successful financial plan is much like a piece of music that you enjoy — when one section of the financial plan or song is out of sync, the whole plan or song can be off. Yet, when a successful financial plan is developed and implemented, all the elements work well together, and it can be an important component of a happy and harmonious life.
Experienced Team
Jeanne, Philip, Jennifer and Mandy bring extensive experience meeting the financial planning and investment management needs to each client.
Choice of How to Work with Us
Some of our clients hire us for ongoing comprehensive financial planning advice and portfolio management. Other clients seek limited advice for specific questions on an hourly or project basis. You determine how we serve you.
Customized Financial Planning and Investment Advice
All financial planning recommendations are customized for each unique situation. Client investment portfolios are well-diversified based on risk tolerance and time horizon.
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