Concurrent Financial Planning

Entity Type
Founding Date

Concurrent Financial Planning is an independent financial planning firm that serves individuals, families, and business owners in the United States. It offers an innovative personal financial planning process that helps clients balance life and money to help achieve their life aspirations. Each program is tailored to fit your unique life goals and money resources.


Cardinal Program

The Cardinal Program provides a solid base to support the development of the next stages of your life. 

Cornerstone Program

The Cornerstone Program is a holistic financial planning process that helps you design and achieve the life you want to live.

Compass Program

The Cornerstone Program plus business, advanced charitable, and estate planning.