About The Table Financial Planning

Pull up a chair. You're in the right place. We believe financial planning should be simpler and more accessible to everyone, more like sitting down at the table with a friend for coffee, not wading through a bewildering array of financial services and products that you may or may not need.

Unbiased advice tailored to your financial life goals. We are the fiduciary our clients are looking for in making decisions about financial life goals.  We sell no products.   We do not require asset management, but we will provide that if needed.

Financial planning made simple. Many of our client households have a military or veteran connection.  They are women (many over 50) who are the Chief Financial Officers of their household.  They work in tech or own small businesses and are looking for ways to reduce taxes and save for the future.  They have too many demands on their time. We simplify all 'the things' in their financial life, so they have one less thing to worry about.