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Founded in 2016, Atwood Financial Planning was started by Lori Atwood, CFP® who has been in finance for over 20 years. She saw the need for people to have access to fiduciary financial advice without being worried about being sold products or whether they have enough assets to get the attention of financial planner. She wanted people to feel empowered about their finances and reduce stress about money. With that in mind, she started Atwood Financial Planning.

Our mission is to provide financial planning advice on the topics that really stress people out like cash flow, debt and savings, saving for college, saving for retirement, buying a house, starting a business, surviving a divorce or medical disability or job loss and all the other financial events life throws your way. Atwood Financial Planning is a Registered Investment Adviser, but investments and portfolio allocation are only one part of the process. Atwood Financial Planning believes the process begins with cash flow and making sure a client is spending less than he/she earns consistently.

We then turn to debt and savings to make sure you have enough liquid savings for emergencies, “rainy day” expenses, and retirement. Once your basic financial well-being is covered (cash flow, rainy day and emergency savings, retirement, debt management), we turn to your goals. We help you design a plan to buy the property you want, pay off the debt you might have, finance education or whatever your financial goals are.

At-a-glance, Atwood Financial Planning is:

  • Fiduciary planners
  • Fee-only
  • Paid by the hour for time spent in meetings*
  • No commissions, no affiliations
  • Does not manage funds
  • No minimums and does care what your net worth is

Get more financial peace of mind and contact us.

* Occasionally, clients will ask for specific analysis such as whether a particular mortgage is a good fit for them and although we are not meeting with the client, we will have to charge time for the analysis. We will always inform you if a question you ask requires billable analysis and you can always say “no.”