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Welcome to DFS
We want to help

Regardless of your generation, life stage, or financial status…. we want to help organize and optimize your financial life whether it be personally or for your business. We help you align your financial and emotional well-being giving you confidence in this crazy world, so that you can live your life.

What We Do
Working With People, Not Just Their Portfolios

We didn't get into financial planning because we love spreadsheets (although, we'll admit, they have their moments). We got into it because we like working with people — real people with real lives, right here in this community. Your finances are personal, and the way we work reflects that.

Whether you're saving for your first home, figuring out retirement, or just trying to get your financial life in order, we're here to help you think it through. We'll meet you where you are, explain things in a way that actually makes sense, and help you build a plan you can feel good about.

What We Do
Planning for When Life Gets Financially Complicated

At DFS, we help reduce the stress, headaches and worry regarding financial planning; providing you the freedom to focus on your passions; and be confident about your financial future.

"Long range planning does not deal with the future decisions, but with the future of present decisions."

- Peter Drucker

Start Planning for Your Future

Financial Organization

Before we plan for the future, let's understand the present. We'll help you get a clear picture of where your money is going — and where it could be going.

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Insurance

Insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Small Business Guidance

If you own a business, your personal and business finances are intertwined. We'll help you get both on the same page.

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About Our Firm
Your Neighbors,
Your Financial Planning Team

We live and work in this community, and that's not a coincidence — it's a choice. We built our practice here because we want to help the people we see at the grocery store, at local events, and around town. We take a down-to-earth approach to financial planning, and we believe the best advice comes from a team that actually knows your world. If you're looking for people who'll be straight with you, take the time to listen, and build a plan around your life — not a sales quota — we'd love to talk.

Our independence, transparency, and passion to serve are our differentiators.

Our Process
Here's What It's Like to Work Together

Regardless of your stage and position in life, our sound process will help you achieve your financial goals.

“Purpose is the direction, goals and planning are the stepping stones to get there.”

- Christine Whelan

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.