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About Us

At Next Level Planning, we are not just a team, we are family. Each team member has a unique set of skills and experience so regardless of what you need, we can find a financial professional perfect for you.

Core Values


We seek to consistently build trust in every interaction by conducting ourselves in a professional and honest manner—one conversation, one action, one follow-through at a time.

Team Work

The strength of our team does not only lie in our combined experience and capabilities but our ability to trust each other, no matter what the circumstances. We know that our best work is not produced by individuals but by enjoying collaboration as a team and supporting each other every day.


Our team brings a fun, fulfilling, and exciting experience as we help make a difference in the lives of everyone we work with.


We embrace technology and change! We incorporate the latest and greatest tools to help prepare and automate your financial life plan.

“These core values are our team’s highest priorities, deeply held beliefs, and fundamental driving forces. They are the heart of what we stand for and we are committed to incorporating these core values into our everyday practice.”

Our Promise

We promise to spend our time listening to you and understanding your personal strategies. We recommend strategies that specifically benefit you and your family. We explain every strategy we propose until you are confident that it is the right decision, and we are there to help you whenever you need it. In addition, your Next Level Planning financial professional will help you to plan for a more secure life and your family’s future, protect yourself and your family from life’s unexpected events, and provide for loved ones during your life and after death.

Holistic Life Planning


Financial planning is not just about money. Your personal goals and responsibilities are key factors guiding your path toward financial stability.


Lifestyle choices have a profound impact on our relationships, jobs, hobbies, and goals for the future, making them a necessary part of creating a plan for a lifetime of financial freedom.


Your purpose is what gives your life deeper meaning and connects you to something bigger than yourself. Finding your purpose is crucial for finding fulfillment in life and having the freedom to get there requires financial wellbeing.

How We Work With You


After reviewing the specifics of your financial situation, we can mutually determine which, if any, of our services might be appropriate for you. You are under no obligation to purchase any of our services.


Everything we discuss today and in the future will be held in confidence in accordance with our privacy policy.


If you would like for someone from our team to give you a call please fill out and submit request