Leeway Planning

Understanding the decisions we make with limited resources blossomed while studying economics in college. This interest led to the profession of financial planning. CFP Board's definition of financial planning: Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow. In other words, financial planning is about helping clients make optimal decisions with their resources. After almost a decade of experience in financial services, there is still room for progress in moving financial planning toward a true profession. Leeway Planning’s mission is to support this progress while helping clients achieve their own missions.