Pat Phelan

As a former professional soccer player, I know the value of working with a team.

By surrounding ourselves with individuals who challenge us, lift us up, sympathize with us, and who push us to be the best version of ourselves, we remain engaged in a constant trajectory of growth and evolution. I take the team approach to financial planning, taking tasks off your plate, helping you identify, prioritize, and quantify goals and objectives. I pride myself in taking complex issues and presenting them in a way that's easy to understand. I don't expect all my clients to be financial wizards, but I make the effort to ensure you have a reasonable understanding of why we are doing what we are doing and what you can expect. It is after all, your plan, your life, your future - we are just hearing to help guide.