We'll begin with a no-obligation Get Acquainted Meeting where we can discuss your planning needs and the progress you've made so far. You'll have the opportunity to meet me and learn more about how I can provide value for you.
Next, we'll discuss your goals and concerns, gather details of your current situation and determine if you’re on track to meet your goals. If you aren’t, we’ll work together to identify changes that can help improve your chances of success.
A broad-based financial plan covers much more than just investments. We'll review your current financial health, insurance needs, estate planning documents and tax situation.
Ideally, we’ll meet periodically to review if you’re still on track and adjust as necessary.
I believe everyone should have access to financial advice, regardless of income or asset level. I work with clients on a fee-only basis, meaning I do not sell financial products and I do not accept commissions of any kind. I feel this minimizes conflicts of interest.
I know that people are busy with their work and family lives, which is why I make it convenient for you to meet with me. We can meet at your home or office or my location. We can meet during the day, evening or weekends.
Planning for your future is important and I want to make it as easy as possible for you.
I earned a Bachelor's of Science degree in Business with a concentration in Finance from the Carlson School of Management at the University of Minnesota.
I also earned a Masters of Business Administration degree from the Carlson School of Management with concentrations in Operations Management and Management Information Systems.
Most recently, I completed the Financial Planning Certificate program at Minnesota State University, Mankato.
During my early college education, I became very interested in the technology used to support decision-making and began my career by combining my business education with my interest in technology as a software developer. I spent many years in technology, moving into management roles within software development organizations, but maintained my interest in personal finance.
I have no interest in being a salesperson, so when I learned about the hourly, fee-only model for financial planning, I became very interested. After many years in technology, I was ready to make a change and start helping people plan their financial futures.
Please use the "Get Started Today" form below to start the discussion about how we can work together to improve your financial future!
It is never too early to get started planning your financial future. Tell me more about your goals, and we will get you started on a plan to help you achieve them.
Contact me and we'll schedule a time that's convenient for you.
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Peterson Financial Planning may offer investment advisory services in the State of Minnesota and in other jurisdictions where exempted.
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