Financial Flight Plan Brochure
Financial Flight Plan
What You Will 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