Fidelis Financial Planning

A Team of Experienced Financial Planners Committed to Fee-Only Guidance

Fidelis Financial Planning is an independent wealth management firm dedicated to providing comprehensive and personalized financial planning solutions to individuals and families. We operate on a fee-only basis, meaning we are compensated solely by our clients, ensuring complete objectivity and transparency in our advice.

Who We Are

Our team consists of experienced and passionate financial planners with diverse backgrounds and expertise in diverse areas of financial planning. Led by Jack White, who founded the firm in 2006, and Jeff Laughlin, who joined as a partner in 2011, we prioritize building lasting relationships with our clients and helping them achieve their financial goals.

Our Values

Our planning process is centered on four core values:

• Client-Centeredness: We prioritize understanding your unique goals and concerns to tailor our recommendations.
• Integrity: We believe in transparency and accountability in all aspects of our work.
• Empowerment: We strive to educate and guide you through the financial planning process, empowering you to make informed decisions.
• Sustainability: We focus on building plans that consider your long-term financial health and goals.

How We Can Help

We offer a comprehensive suite of services covering various financial aspects, including:

• Retirement planning: Defining retirement goals, optimizing contributions, and planning for a secure post-career life.
• Investment planning: Developing personalized investment portfolios aligned with your risk tolerance and goals.
• Tax planning: Maximizing tax efficiency and minimizing your tax burden.
• Estate planning: Creating legally documented plans to address your financial and healthcare needs after your passing.
• Business planning: Guiding entrepreneurs in establishing and managing their financial operations.

Comprehensive Planning for Your Financial Future

We believe financial planning is an ongoing journey, not a one-time event. We work collaboratively with you throughout the process, reviewing and adjusting your plan regularly to ensure it remains relevant and effective over time.