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Frequently Asked Questions

What kind of people do you work with?

  • We have a desire to work with teachers and other educators who are ready to take control and looking for someone committed to helping them work through the complexities they face. We're not afraid to invest late nights and early mornings to help our clients excel and believe that success is defined through the type of life you're able to live, not how much money you ultimately have. Our clients care about high levels of quality and personalized attention and expect their financial planning to exemplify the same.

I'm not rich? Do I need a lot of money to work with a financial planner?

  • We started An Exceptional Life Financial with the premise that it's typically those who are not wealthy who can benefit most by working with a financial planner. Most of the people we work with aren't rich, but engaging with a financial planner allows them to make smart financial decisions with what they have and set themselves up for a successful future. It's not about how much money they have, but what they're able to do with it to better their lives.

What is financial planning? It all has to do with investing, right?

  • Financial planning involves the detailed review and analysis of all facets of your financial situation. It includes spending, saving, debt, benefits, investing, taxes, retirement planning, college planning, estate planning, insurance, and privacy & identity theft protection. We've found that a comprehensive review of all these areas allows us to understand your true financial situation and then tailored recommendations can be made and proper planning done.

Can I work with you if I don't live in Indiana?

  • Absolutely! Our services can be delivered 100% virtually, which allows us to work with clients across the nation.

Would you be willing to speak about personal finances at my school/event/etc?

  • Absolutely! We can work with you to create a custom presentation for your group or you can utilize on of the many presentations we currently use. Please contact us for further information.

Why did you name the firm An Exceptional Life Financial?

  • Because the firm isn't about us, it's about you and the life you want to live. No one ever says they want to plan to live an average life. They want to live an exceptional life. So we started with the end in mind and a focus on that life. Finances are just a tool. What's really important is the life you're able to create and live through them.

I'm excited and ready to schedule a meeting with An Exceptional Life Financial. How do I get started?

  • Sounds great! Please use the button to schedule and introduction and we look forward to speaking with you then.

Schedule An Introduction