Citadel Financial Planning

At Citadel Financial Planning, we strive to be the bridge that connects ever-changing external factors to your ever-changing personal situation – your Personal CFO, a trusted guide and diligent steward on your Financial Journey. Our desire is to build long-term relationships, rooted in trust, that is based on consistently delivering on what we promise. We are a values-driven company that constantly keeps our Core Beliefs in focus. We believe that no one should have to navigate their financial journey without a guide. We believe in our fiduciary responsibility to guide our clients, always serving their best interests, and not our own. We believe customized financial planning should be accessible to more than the ultra-wealthy. We believe the solutions to financial stress and costly emotional decisions are: a. Financial organization, b. Having a customized financial plan, and c. Keeping a focus on your long-term goals. Holding true to our core beliefs, we are well-equipped to, and love working with, clients from all backgrounds and who are in various stages of their financial journey. We have extensive experience and a particular passion for working with the self-employed & small-business owners, tech industry employees, CRNAs & CAAs, and government contractors. To learn more about how we can guide you on your Financial Journey, please visit our website where you can ask a question or schedule a free consultation.