Financial Flight Plan
What You'll Find in This Guide
You learn that financial success requires the same structure, intention, and discipline as flying a mission.
The document emphasizes that your values and long‑term goals act as your compass.
You are provided with a framework for evaluating your financial readiness.
The plan teaches you strategies to help build momentum—starting small, increasing contributions, and avoiding lifestyle inflation.
You will find perspectives on adapting financial plans as circumstances evolve.
The document provides an example of what can make up a landing plan—retirement income, healthcare, estate planning, and purposeful living.
Meet the Author
- I live in Mechanicsburg, PA with spouse Kelly and dog, Freddie.
- Enjoy spending time with two daughters, Caroline and Hannah.
- Former Air Force officer and pilot.
- Passionate about PSU football, golf and tennis.
- Happy place – Family vacations in Avalon, NJ.
- Over 25 years of financial planning experience.
- Background in medicine, aviation and military.
- Designations:
- AWMA®, Accredited Wealth Management Advisor – 2015
- CFP®, Certified Financial Planner® – 2008
- ChFC®, American College – 2003
- AIF®, Accredited Investment Fiduciary – 2019