A Fresh Perspective: Our Road Trip Analogy
Financial planning isn't what you think it is. It's about visualizing how you want your life to turn out, and money is the tool to get you there. All you need to do is let us know your destination (goals), we'll show you the right vehicles, and find the fuel (money) through the financial plan. Then you'll turn the key (to implement the plan) and follow the GPS towards your destination. However, there will be traffic, construction, and pot holes along the way, so as your GPS we will guide you to your destination as efficiently as possible.
Know your goals? You're ready to move forward and check out our process
Don't know your goals yet? Check out the example goals to spark ideas
- The plan is the map
- The money is the gas
- The vehicle is financial investments
- Your debt is the luggage
- I'm the navigation system
- You're the driver
Welcome to Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. is an independent, fee-only financial planning firm dedicated to serving the needs of individuals and families committed to realizing their hopes and dreams.
Our goal is to provide you with long-term financial guidance which will enable you to achieve your goals and fulfill the things most important to you. We eliminate any type of conflict of interest by being paid solely and directly by you. We do not sell any products, so there are no sales fees charged, or commissions paid to us for our services. We are a fiduciary, thus you will always be receiving unbiased advice in your best interest.
David Stone, CFP™ is a certified financial planner which means he went through a rigorous testing process in order to prove his knowledge in the field of financial planning, and is bound by specific ethical standards. This will give you the confidence of knowing that you will be working with a competent professional who is working for you.
Interested in taking a test drive?
Ready to see your path?
Everyone starts with a Complimentary Roadmap