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Comprehensive's truly a process

Client Centered

What does that mean for you?

It means that get to know our clients and their financial lives & goals better than anyone else.  We take the time to TRULY understand how you are different from your friends, family, and co-workers, so your financial plan will be unique, just like you.

After gathering information and data from you (such as your statements and policies), we will then analyze how everything in your financial life is (or isn't) working together.

We'll create a personalized plan that shows you our recommendations for doing what you need to do to be where you want to be.

We will then help you implement your customized strategy, and we'll continue to monitor your progress and make changes together.  We are always by your side!

Client Centered

Our Fiduciary Responsibility to YOU!

We abide by a higher standard of ethics and conduct:

1. We act with honesty, integrity, competence, and diligence.
2. We act in our clients' best interests.
3. We exercise due care.
4. We avoid or disclose and manage conflicts of interest.
5. We maintain the confidentiality and protect the privacy of client information.
6. We act in a manner that reflects positively on the financial planning profession and CFP® certification.

As a Client, What Will I Get?

As a Client, What Will I Get?

All Tusk clients receive a personalized financial plan...

A roadmap that shows you where you are, and what you need to do to get to where you want to be.

Your plan changes as your goals LIFE happens.

And your personal Tusk financial advisor is there with you every step of the way, updating your plan through life's ups and downs, with just one goal in mind:

To help you achieve success as YOU define it!

Our Experience

At Tusk Financial Planning, we have over 10 years of experience meeting clients face-to-face and helping them achieve their financial goals!  Additionally, we continue to improve our knowledge through annual continuing education, such as attaining the CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant® designations.

"The highest form of knowledge is empathy, for it requires us to suspend our egos and live in another's world."


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Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial.