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Why work with LampPost Planning
We build long-term financial partnerships with our clients by creating a detailed plan and accompanying them along a path towards their goals. Through this partnership, we apply our 3S principle (Strategies, Solutions & Service). Along with client participation, we will implement and adjust the plan accordingly over the course of time.
Our 3S principle defined
STRATEGIES
STRATEGIES
We thoroughly attend to your financial situation from many different perspectives.
We take a common-
sense approach.
We translate your personal needs into a customized financial strategy and plan.
SOLUTIONS
SOLUTIONS
We diligently think through the process to arrive at your solution.
We are 100% independent, so our loyalty is to our clients.
We hold ourselves to a fiduciary standard.
SERVICES
SERVICES
We provide an advice-oriented service.
We respond promptly to your needs.
We make things simple and easy to understand.
As an independent financial services firm, we guide our clients through the hurdles of life – financial and personal, expected and unexpected, positive and otherwise.
We want to make sure, that regardless of what occurs in life, our clients are able to accomplish each and every desired life vision and goal. They work hard for what they have; it is important they have something to show for it.
When you work with LampPost Planning, you can expect objective and honest advice that is thoughtful, analyzed, and customized for your individual situation. Your personalized strategies and solutions will be implemented in a logical and simplified manner at a fiduciary standard.
We are excited to start a strong financial partnership and work with you to accomplish all your life visions for you and your family.
1. Flexible Plans
We believe that your goals and dreams are best achieved through a customized, flexible plan and long-term professional guidance. Your life is unique and may change on a frequent basis, and must remain flexible and dynamic to be able to adjust to your ever-changing needs. Each plan will be based on our 3S principle – Strategies, Solutions, & Service.
Our 5 philosophical cornerstones
2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Award Winner. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.