FINANCIAL PLANNING BY THE HOUR

No commitments, no sales, no conflicts

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Take our Full Financial Checkup if you want a full list of implementable recommendations to improve your financial wellbeing. Take our Mini Financial Checkup if you only have a few minutes, and you want to see how you’re doing financially. Contact us if you want help to improve your financial wellness with one-on-one, no conflicts, no sales planning, or Small Group Planning.

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About Atwood Financial

We believe it should be easy for everyone to have access to fiduciary financial advice, no matter what stage of life. That’s why our team of experts provides financial planning by the hour with no conflicts, no commissions, no sales and no commitments.   

Lori Atwood, CFP ®

Principal

Katie Van Wyngarden, Associate

Investment Advisor Representative

Katie Haynes, Associate

Investment Advisor Representative

Kimberly Weihbrecht, Associate

Investment Advisor Representative

Jason Ross, Associate

Investment Advisor Representative

Elizabeth Westendorf, CFP® - Associate

Investment Advisor Representative

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