&#8220;In life, it's not where you go&#8230; <br/>it's who you travel with&#8221;

Life is full of surprises, and while you can’t predict the future, you can make sure that you’re prepared for any event that may come your way, planned or otherwise. You may have many goals ahead, such as retirement, or be focused on a single goal, like preparing to exit your business.

Speaking to a financial consultant to synchronize your personal, business, and financial goals should be simple and on your terms. At FINPPASS, we are committed to helping you reach those goals by providing you with all the information and guidance needed to help achieve your success.

Your financial plan is unique to you. We understand that a client experience cannot be built around the concept of an “average client” because no such person exists. Instead, we strive to cultivate a client experience that is specifically tailored to your personal, financial, and your business (if applicable) goals to meet your unique needs.

Through the many stages of your life path, we help you to navigate the present while staying focused on your long-term goals.
As your life changes, we’ll work together to reevaluate your goals and update your overall financial plan
to reflect and maintain your path towards success.

“In life, it's not where you go…
It's who you travel with”


<strong>FIN</strong>ancial <strong>P</strong>lanning <strong>P</strong>ersonalized with <strong>A</strong>ttentive <strong>S</strong>ervice and <strong>S</strong>upport


We are a financial planning organization dedicated to assisting individuals and business owners as they navigate life’s many financial challenges and opportunities. 

We are committed to providing our clients with the tools and financial knowledge they need to make intelligent decisions for themselves, their families, and their businesses. Our loyal team of professionals provide attentive, proactive, and personalized support to the benefit of the clients we serve.



Personal Financial<br/>Planning

Personal Financial

Define your future goals to establish a secure financial plan
that's right for you and your family.

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Business Financial Planning &#38; Consulting

Business Financial Planning & Consulting

Evaluate and align your business, personal, and financial goals to achieve your ideal future.

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Corporate <br/>Retirement Plans

Retirement Plans

Empowering Your Company's Retirement Planning for Growth and Employee Well-Being.

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Don&#8217;t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Where do you want to go?

We'll get there, together.

Our priority is helping you take care of yourself and your family. Finppass Financial Stewardship wants to learn more
about your situation, identify your dreams and goals, and understand your risk tolerance.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule an Appointment