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My First Financial Planner

About Us

My First Financial Planner services were formed for one reason, to deliver financial planning services to a large portion of the population that has been to date mostly ignored by financial planners.

We aim to serve anybody looking for their first financial planner who may not meet the minimum net worth requirements of other financial planning practices; are nervous about taking the first step; or who are just sick and tired of a “sales pitch.”

My First Financial Planner is dedicated to maintain a fiduciary duty to clients by always putting clients’ interests first, above all others.

It is our goal to help you get on track and introduce you to the good side of financial advice.