A complete list of active advisors currently associated with Full Life Financial Planning

Warmer can help you find a great advisor at Full Life Financial Planning or one who fits your needs even better.

Full Life Financial Planning is an independent, fee‑only advisory firm that serves individuals (including high‑net‑worth clients) and corporate clients, managing roughly $22 million across a limited number of client relationships. It offers ongoing wealth management through an Empower Program, ongoing and limited‑scope financial planning via Elevate and Explore programs, and separate tax preparation, accounting, and bookkeeping services. The firm follows an advice‑driven, goal‑based process that begins with client interviews to establish objectives and an investment policy, then implements target asset allocations using a mix of passive and active strategies informed by Modern Portfolio Theory. Clients receive written financial plans, ongoing monitoring and quarterly reviews, may impose reasonable investment restrictions, and can request socially responsible (ESG) portfolio construction. What is notable in the brochure is the principal’s combined CPA and CFP credentials and the explicit in‑house offering of tax preparation and bookkeeping—services that the firm may provide pro‑bono in certain cases. The formal three‑tier program structure (Empower, Elevate, Explore) accommodating one‑time limited engagements as well as ongoing discretionary management, together with a relatively high assets‑per‑client level, makes the firm operationally distinct from many peers.

To learn more about the advisors currently working at Full Life Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.