Providing you the opportunity to align your financial life with your real life goals.


The first steps to any plan are to determine your destination and starting place.  Independent Financial Planning will help you determine what is important to you, if you haven't done so already, and help you make a plan to achieve those goals based upon your current financial situation.  Too often, investors are discouraged by feeling like they need to have everything together before you can even start the process of planning.  That is not the case and be encouraged: no matter your starting point, I can help you make a plan to take you from what will likely happen to a preferred outcome, a preferred future.  And we do it together.  "You must know your destination port if you wish to catch a favorable wind."  Are you ready to sail your financial ship?  Find out how I can help.


Ready to take the next step? You can start now to chart your course to do what is important to you.

Contact us here →

Listen to Daniel Morgan on 91.9 WGTS with Kevin Kreuger discuss faith and finances during Breakaway in February 2018 (recording is consolidated).

Listen to Daniel Morgan on 105.1 WAVA with Rob Andersen and Brian Bales discuss budgets, money, and new year's resolutions in January 2018.