Financial Planner, Founder
Horizon Financial Planning LLC
1615 Poydras St, Suite 900
New Orleans, LA 70112
Phone: (504) 321-5521
Training: EVOKE® Life Planning Training Graduate
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Horizon Financial Planning LLC was founded in 2019 in order to help deliver the autonomous lives our clients envision. Horizon Financial Planning LLC is a fee-only firm based in New Orleans, LA with the ability to serve clients nationwide.
My ideal client is ready to discuss what is truly important to them and take action to make it happen.