Our Firm

Transient

At Treesa Financial Planning, we believe that every person and family should have a financial plan in place. It is our vision to make high quality, objective financial advice accessible to all people. Regardless of your net worth or income, we can help create a unique financial plan for you, which can include issues such as cash flow and budgeting, saving, paying off debt, investing, insurance, financial aid for college, and retirement. As your financial advisor, we strive to engage in meaningful discussions about your concerns and goals, educate on financial concepts in a way that is relevant and easy to understand, and empower you with the knowledge and advice necessary to make wise financial decisions.

Transient
Transient

Fee-Only

We work on a fee-only basis, which means that we sell no products nor receive any referral fees or commissions. The only compensation we receive is from our clients. Because we have no incentive to prefer one product or fund family over another, we can be truly objective in our recommendations to clients.

Fiduciary Standard

As a Registered Investment Advisor, we are required to follow the fiduciary standard in working with our clients. This means that we have a duty to put our clients’ best interests first; act in a prudent manner; provide full and fair disclosure of all important facts; avoid conflicts of interest; and fully disclose and fairly manage unavoidable conflicts. This standard is higher than that of brokers who only need to show that the products they sell to clients are “suitable”. 

Holistic Planning

We believe that effective, holistic planning of your financial life is the key to achieving financial success. Financial planning is more than just choosing the right investments or answering a simple question in isolation. For example, having the best investments in your retirement funds does not ensure a comfortable retirement. Other factors need to be considered, such as your current and future income and expenses, assets and liabilities, and your personal preferences and goals. Holistic planning puts every decision in the context of your overall situation to make sure you stay on track to reaching your financial goals.