Foundation Financial exists for one purpose: to help our clients simplify their finances and have peace of mind about their investments.  We call this philosophy “financial well-being.” 

For many people, thinking about investments and money matters is complicated and stressful.  The media fuels financial anxieties on a daily basis. Money can be an emotional topic because of what it fundamentally represents: our closely held dreams and values.

We believe being in control of your money and financial future can lead to a more joyful and peaceful life.  We help you control your money instead of allowing your money to control you.   Keeping the focus on those things within your control and designing a financial strategy is a time-tested method to feeling more empowered and confident, regardless of your current economic situation.  With improved financial well-being, you can focus on what’s really important to you – your family and friends, your career, your life’s purpose, and the freedom to achieve your highest aspirations.

We partner with you to:

• First and foremost, listen to your concerns and attitudes about money 

• Foster a healthy relationship with money – earning it, spending  it, saving it, investing it, protecting it, and giving it away

• Educate you on smart ways to invest, save, use credit wisely, give charitably and lower taxes

• Coach you through uncertain markets and life transitions (divorce, retirement, job change, etc.)

• Create a simple customized blueprint to achieve your financial and life goals