Livingston Financial Planning

Our Mission

Livingston Financial Planning is dedicated to enriching the quality of lives by improving financial awareness and empowering clients to achieve their financial goals. We prioritize understanding each client's unique needs and aspirations to provide personalized financial planning and investment management solutions.

Our Approach

We operate as an independent, fee-only firm, ensuring objectivity and transparency in our recommendations. We receive no compensation from any other party, nor do we sell or endorse any financial products. Your best interests are our primary concern.

1. Comprehensive Financial Planning

• Goal setting and financial analysis
• Cash flow and budgeting strategies
• Retirement planning and analysis
• Estate planning and insurance review
• Debt management and optimization
• Investment portfolio review and recommendations

2. Investment Management

We tailor our investment strategies to each client's individual goals, risk tolerance, and financial situation. We offer:

• Goal-based portfolio construction
• Regular review and rebalancing
• Transparent reporting and communication

3. Ongoing Support and Guidance

• Regular client meetings and communication
• Access to online financial planning tools
• Ongoing market analysis and adjustments
• Support with financial life transitions

Our Beliefs

• Integrity: We adhere to the highest ethical standards and act in your best interests.
• Transparency: We provide clear and concise information about our processes and fees.
• Client-Centeredness: We prioritize your needs and goals above all else.
• Collaboration: We believe in working collaboratively with other professionals to provide comprehensive financial solutions.