Intentional Living FP is a financial planning company dedicated to helping families achieve financial independence.

Our role is to serve as a guide for the families we serve; to help them articulate what is important in their lives then use their resources in the most efficient and effective manner for that purpose.

The very first step is a complimentary 15-min phone or zoom chat.

This conversation will give us both a chance to make sure your situation matches our expertise.

Intentional Legacy is a community of Intentional Living FP focused on financial planning for those approaching retirement and already retired.

The first step, as with Intentional Living FP, is a 15-min conversation to see if/how we can be of help. We want to hear what help you’re looking for and if we are an ideal fit for you. You can schedule a 15-min conversation on our websites (linked above).