Overview of My Firm

About Paris Financial Planning

Since 1995 PARIS Financial has been helping women and their families and small businesses develop customized financial programs and investment strategies tailored to each client's values and objectives – not based on selling proprietary products.  We are a comprehensive financial planning and wealth management firm dedicated to providing independent, objective financial advice.  Navigating the financial markets and charting a course for your financial future are complicated endeavors.  We can help.

TYPE OF CLIENTS WE WORK WITH:  Women pre-retirees, retirees, business owners.  Many of them have experienced a  life event, such as loss of a spouse, divorce,  sale of a business, career change or retirement.   

HOW WE SUPPORT OUR CLIENTS:  Our client-centric approach begins and ends with you and your unique needs.  We are committed to having the interests of you as our primary and central focus.  We go the extra mile to earn your trust.  At the very heart of the client-centric experience is purposeful listening.  By thoroughly understanding your situation we can avoid the ripple effects that one problem left unsolved has on the other parts of your financial objectives, your lifestyle and future financial freedom.   

MY LIFE BY DESIGN PROCESS:  My Life by Design process is different than the process that other financial advisors use for women. What makes my process different is that I take a whole-life plan or holistic approach. I delve more deeply into the motivation behind your money-- your values. What do you want this money to do for you? What are your goals? Tell me what your personal life or your "life by design would look like—draw me a picture, mental or physical. I work on a personal level, not just running numbers. 

SERVICES OFFERED:  Wealth Management, Personal Financial Planning, Retirement Planning, Retirement Income Planning, Social Security Planning, Fee-Based Consulting, Budgeting, Medicare Planning 

Schedule your complimentary discovery phone session TODAY!

Take the first step,  let's get acquainted! We listen and inquire about your past and present experiences, family, and concerns. Tell me your story and I will design a plan based on your values, goals - what's important to you.