Planning Affiliates LLC is a comprehensive financial planning and services firm dedicated to helping individuals, families, and organizations bring clarity, direction, and confidence to their financial lives. Guided by our core principles—Clarity, Strategy, and Security—we help clients understand their full financial picture, develop coordinated plans aligned with their goals, and protect what matters most through a broad range of planning, advisory, and insurance solutions. With decades of combined experience and a strong emphasis on financial education, our approach is designed to simplify complexity, support informed decision-making, and provide a consistent, thoughtful path forward—whether addressing a single need or managing your entire financial life under one coordinated approach.

Working with Planning Affiliates is designed to feel less like a transaction and more like a guided financial journey. Our goal is to help individuals, families, businesses, and organizations move forward with greater clarity, organization, and confidence through education, planning tools, and access to experienced professionals.

Every journey begins differently. Some people start with a workshop, community event, or employer wellness program. Others begin by organizing their finances through tools like the Planning Snapshot™ or Ready Organizer™, while many simply want an opportunity to speak with a CERTIFIED FINANCIAL PLANNER® professional to better understand their options.

As clients progress, they gain access to educational resources, financial organization systems, guided planning programs, and ongoing support designed to help identify goals, organize important information, and create a stronger financial foundation. For those seeking additional assistance, separate advisory, insurance, or planning relationships may be available based on individual needs and objectives.

Our approach is centered around education first — helping people understand where they are today, where they want to go, and what opportunities may be available along the way. Whether someone is just getting started, preparing for retirement, supporting family members, building a business, or organizing important financial information for the future, Planning Affiliates provides structured guidance and practical tools to help support informed financial decisions.

Through community outreach, employer partnerships, educational programs, and personalized planning opportunities, Planning Affiliates strives to create a long-term relationship built on trust, organization, education, and ongoing support throughout every stage of life.