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Countryside Road

The Path to Financial Wellness Begins with a Trusted Partner.

Begin your journey with us.

Nurturing Your Financial Well-Being

Welcome to Heartwood Financial Planning, where we are dedicated to serving individuals and families from all walks of life. While our practice encompasses a wide range of clients, at the heart of our mission is a special focus on financial planning for pastors. We invite you to explore our website to learn more about our services and how we can assist you in achieving your financial goals.

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Our Values

Rooted in Integrity

"A good name is more desirable than great riches."

Proverbs 22:1

Wise Counsel Is Our Strength

"The fear of the Lord is the beginning of wisdom."

Proverbs 9:10

Bearing Fruits of Service and Hospitality

"Whatever you did for one of the least of these brothers and sisters of mine, you did for me."

Matthew 25:40

Our Planning Packages

Heartwood Financial Planning is a fee-based financial planning firm committed to providing transparent and fair pricing for our services. We believe in delivering value that aligns with your unique financial needs and goals. During our initial consultation, we will discuss your specific requirements and provide a clear understanding of the fees associated with the services you require.  Single-needs services are also available for an hourly rate.

Quick Start Financial Plan

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$750 for an individual

$850 for a couple

2 dedicated meetings

The Quick Start Plan is best for young individuals and couples who prefer a self-directed approach to their financial journey while benefiting from the guidance and insights of a financial professional. This affordable and streamlined package offers you the essentials, providing a clear roadmap to kickstart your financial well-being and take charge of your financial future.

Comprehensive Financial Plan

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Starting at $3000

$500 discount after Quick Start

5 meetings over 4 months

The Comprehensive Plan is a tailored approach for individuals, couples, and families seeking a thorough financial evaluation and a clear vision for their financial future. Encompassing budgeting, cash flow management, retirement planning, investment strategies, insurance coverage, estate planning and more, this plan is designed to empower you with a personalized financial roadmap.

Ongoing Planning Services

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Starting at $0/mo

1%-2% of assets managed

4-12 meetings per year

Our Ongoing Planning Services offer continuous support for your evolving financial journey. With regular check-ins, proactive plan adjustments, investment management, and professional advice, the ongoing support of our experienced team ensures your financial strategy remains aligned with your changing life circumstances, providing you peace of mind as you navigate life's financial complexities.

Contact us to see how we might best be of service to you.

6780 N West Ave #101A | Fresno, CA 93711

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General inquiries only. No trade instructions please.

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