Client meeting

Our Core Focus

Encompass Financial Planning serves our local community and community abroad through holistic, client centered financial planning. With the heart of teachers, we believe education and placing the client at the center of their financial plan yields empowerment and clear decision making. Additionally, recommendations are only made in the client’s best interest, and only after a holistic financial plan has been created and delivered. Thereby, our clients obtain financial security and independence so that they may live a retirement free of financial stress and filled with the ability to live their goals and dreams.


Our Core Values

Clients' needs first - Always

Education to empower confident decisions

Service to our clients and community

Relationships build trust

Holistic, client-centered plan before recommendations