David Stone, CFP® Personal Financial Advisors, Inc.

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About David Stone, CFP®

With us, Financial Planning is like an exciting road trip. We first create a Financial Roadmap® together determining your ultimate destination, along with the landmarks (your goals) you want to visit along the way. We’ll check how much gas (money) you have in the tank to start, and through the financial plan we’ll determine how to put more gas (money) in your tank and the right vehicles (financial investments) to use to reach your milestones most efficiently. We need to be aware of any obstacles which may slow us down like too much baggage (debt & spending). Even though we have prepared for the trip, there will be traffic, construction, and potholes along the way, so as your GPS we will guide you to your destination as efficiently as possible. Throughout this process we are the GPS, and you’re the driver.

I have owned my financial planning business since 1998, earned my Certified Financial Planner™ designation in 2002, and been a fee-only financial planner since 2004. Our financial plans enabled our clients to reach their goals throughout the years despite the 2000-2002 tech wreck, the 2008 great recession, and now the 2020 Covid-19 Pandemic. Nothing will ever go as planned, so it’s important to have someone with experience to guide you past the obstacles in your path to having the life you want to live.

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Ideal Clients

  • Family Financial Planning
  • Gen Y/Millennials
  • Holistic Financial Planning
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Pricing varies by net worth. Please contact the advisor directly for a full explanation of fee options.

SEC Records

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