A personalized approach to Financial Planning

Making decisions about your finances is hard. You spend hours researching to answer your biggest money and investing questions, but you still feel unsure about what is best for you and your family. The result - losing sleep over the financial to-do list going undone and anxiety over wondering whether the investment decisions you’ve made were the right ones.

There’s a better way.

At Paddock Financial Planning, we help you manage your money by guiding you through our simplified financial planning process. We provide personalized ongoing advice for all your questions and support you through life’s many transitions. As your financial accountability partner, we will make sure all the to-dos get checked off the list. The result - financial stability and peace of mind.

Let’s get your planning started!

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Services we offer

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

News & resources

What you do makes a difference, and you have to decide what kind of difference you want to make.
Jane Goodall