Welcome to Treesa Financial Planning LLC! We are excited that you have taken a step towards learning more about your finances. We know that financial planning is not the most fascinating topic of discussion for most people, and understandably so. Financial jargons, complex charts and graphs, and the wealth of conflicting information available in the media are enough to turn anyone off.

At Treesa Financial Planning, we strive to break out of the negative stereotypes that say financial planning is boring, irrelevant, intimidating and only for ‘rich people’. We believe that financial planning should be an integral part of every person’s life because almost every decision we make or don’t make has a financial impact. It can be something as simple as how much we spend on groceries each week, or a potentially life-changing decision such as buying a home or when to retire.

We specialize in partnering with clients who have the desire to learn more about their overall financial situation and to put a plan in place to reach their near term and long term goals. We can help you answer questions such as:

  • Will my family members be taken care of if something unexpected happens to me?
  • Is my portfolio invested appropriately given my long-term goals? What if the stock market drops 20%? 
  • How do I make sure that I save for my children's college education but also have enough for my own retirement?
  • Can I achieve my financial goal of an early retirement and still have a similar lifestyle? 

As your financial coach, we are committed to providing you with the appropriate advice and education so that you can be empowered to make wise financial decisions in your own life.  

We hope you will take a few minutes to learn about us and how we can work with you. Please contact us if you’d like to schedule a free consultation or have any questions, we would love to hear from you.