“I will do the planning, we will make the commitment, you will receive the reward.” -Michael Pensinger

Financial planning is not a one way street. It takes honest and critical commitment from both sides – the planner and the client. With your input Pensinger Financial will create a financial plan designed around your specific needs.  Your plan will serve as a financial road map to accomplishing your goals and objectives.

Comprehensive financial planning is a multi-step process which occurs with important client interaction at every step. Throughout these steps it is our job to gather the necessary data, analyze it, develop a plan, communicate the plan to you first, and upon your approval we will implement the plan, then we will continue to monitor it and make adjustments as your financial and life situations change. Our purpose is to be your financial coach at your side as together we navigate a financially turbulent and unpredictable world.