Our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP®) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
We operate by a set of core principles which differentiate us from other financial planners and provide our clients unbiased, independent advice they can trust. As fee-only financial planners, Staib Financial Planning employees do not sell products or receive commissions of any sort, so we are freed from any potential conflicts of interest regarding compensation. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.
We invite you to schedule a complimentary, no-obligation Introductory meeting. At this meeting you will get to know us and how we can help you, and we will learn more about you, your values, and your financial goals.