Advice for where your
money and your life
intersect
At Charted Course, we know that exploration is ingrained in the human spirit. We all want to know just how far we can go and what sort of legacy we might leave. As your guide, we will help you explore your vision for the future, incorporating the fine details of where your money and life intersect into an all-encompassing financial plan. We will apply our experience, knowledge and analytical minds to the task of surveying the landscape for the best path forward for you, keeping your goals at the forefront.
We are passionate about the work we do. We believe you’ll see the difference in an approach that’s all about helping you pursue the things that give your life meaning.
Meet an experienced group of professionals focused on delivering an exceptional client experience.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
