No commitments, no sales, no conflicts

Self-Directed – Digital Planning

One-on-One Hourly Planning

Small Group Planning

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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.

Money Smarts

How much do you know about financial planning? Take our 6 question quiz and find out if you know the basic building blocks of financial planning. If you want more information, let us know by clicking Contact

Financial Resources

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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 ®


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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