Financial Resources
to get what you want out of life.

Take our New Client Assesment to see if we can help you.
Get StartedSchedule Your Introductory Call

Full Financial Planning Clients Access Your Client Portal

Services Tailored To You

Transparent Solutions throughout your Financial Journey

Happy business people celebrating success at modern company

Full Financial Planning

We work with you on an ongoing long-term basis to use your financial resources to define and achieve your life goals.


Happy business people celebrating success at modern company

Financial Review

One-time planning session of up to 3 hours where Long Financial Planning provides advice on planning concerns that you choose.


For Employers

Looking to start a 401K plan? Want to improve your plan with lower cost and better options? We Can Help!


Work with Long Financial Planning is different!

I am a Fiduciary, and a CFP® which means that I put your interests first.
I do not sell products, just advice. I never receive any commissions, kickbacks, or third party compensation. All the income I receive comes directly from my clients as it should be. This allows me to provide you the advice that is in your best interest.

View Frequently Asked Questions

Take our New Client Assessment
and see if we can help you.

Get Started!

Identify Your Needs

See If We are a Good Fit

Take Our New Client Assessment

“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.”

Schedule a 15 min Introductory CallLet's Talk!