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1043 Meadow Lane
Waconia, MN, 55387
United States


Certified Financial Planner™ 

The Financial Planning Co.


The Financial Planning Co. Philosophy

We'll win in personal finance through a combination of obsession in preparation, strict discipline, intelligent design, & prudent decision-making.

Victory awaits the one who has everything in order. Luck, people call it.
— Roald Amundsen

The Financial planning co. Value

Expert Level Advice

Your Financial Adviser at The Financial Planning Co. possesses a rare combination of upper-echelon certifications and education coupled with over a decade helping thousands of people improve their financial situations at some of the most respected companies in the United States.


You First

Your situation is unique, with your very own dreams and vision for your future. As such, you can trust that you are at the center of why The Financial Planning Co. exists, there is no one-size-fits-all approach used here. Let’s transform those dreams into reality.


Time = Money

Clients of The Financial Planning Co. can trust that they have someone constantly researching and thinking about the markets, law changes, tax ramifications, and financial strategies.

Whether you want to work collaboratively or simply outsource your financial strategy decision-making, one of the valuable outcomes of working with FPC is the time you won’t spend worrying about if you’re missing something.


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