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
