Contemporary Financial Planning is not your typical financial planning and investment management firm. We are a female-driven powerhouse with over 25 years of experience in the financial industry.

At Contemporary Financial Planning, we are team-oriented and process-driven.  As fiduciaries, we must act in the best interest of our clients.  We craft your financial plan around YOUR goals and dreams and provide customized turn-key streamlined solutions.  In addition, we encourage collaboration with your professional team, CPA and attorney.  If you don't have your team in place yet, that's ok, we will help you find the best fit for you.

Contemporary Financial Planning

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Contemporary Financial Planning

Org chart

Teams

Offices

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