Fee-Only, Holistic Advice for Better Financial Decisions and Fewer Worries
Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.
Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence. We can help.
John Dulmage wins the 2020 Five Star Wealth Manager Award!
Five Star Wealth Managers represent those who are outstanding in their field. Winning advisors are selected as a result of a rigorous and objective research process.
Submit a financial question to our Planner, John Dulmage
Use the form here to send your burning financial question. John will be in touch with you to address your concern.