Financial Plan Review in Pocatello, Idaho

Need To Review Your Financial Plan?

Your financial plan might have made sense a few years ago, but life moves fast. Maybe you’ve switched jobs, bought property, or your family situation has changed. Without an updated review, your plan can fall out of sync with your real needs.

It’s easy to miss gaps in insurance, overlook tax impacts, or have an investment asset allocation that no longer matches your goals. You deserve a clear picture of where you stand — not uncertainty about what’s next.

I'll Help Educate You On Your Plan

As a Certified Financial Planner™ and CPA, I provide detailed educational reviews for clients throughout Pocatello and beyond. My one-time, virtual sessions are built for people who already have a plan but want a second set of expert eyes.

I’ll analyze your strategy, run updated projections, and highlight what’s working — and help you understand the details so you can decide if you want some changes. You’ll walk away with practical recommendations you can implement on your own or with my assistance.

Share Your Existing Plan

 Upload your documents securely so I can review your investments, insurance, and tax situation in detail

Schedule a Virtual Review

 Book a secure online meeting at a time that fits your schedule — no need to travel or visit my office.

 Receive Your Clear Action Steps

 We’ll go over your updated analysis together, and you’ll leave with a written summary outlining your next best steps.

Want Financial Guidance?

I’ve spent more than two decades helping people refine their financial strategies — from professionals in Pocatello to retirees across Idaho. As a fee-only CFP® and CPA, I don’t sell products or push investments. My goal is to give you clarity and confidence in your plan.

If you skip regular reviews, your plan may drift off course without you realizing it. Schedule a one-time virtual review today and make sure your financial future stays aligned with your goals.