Personal Finance

Full-circle protection for your life, your family, and your legacy.

Get On Target

No Matter What Your Why

Whether a part of our Coaching or Individualized Analysis, Circle Financial Planning can help:

  • Goal Analysis
  • Debt Reduction Analysis
  • Budgeting and Cash Reserves
  • Establishing and Maintaining Credit
  • Credit Cards
  • Home Ownership
  • Buy or Leasing Autos
  • Identity Theft /Fraud

At the center of your financial life.

Circle Financial Planning brings every part of your financial life together. Through thoughtful wealth management, retirement planning, and holistic guidance, we help you make confident decisions so you can experience less stress and more enjoyment of your money, today and for the years ahead.

How We Work:

We understand where you are today.

You decide where you want to go.

We help guide you forward.

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Mortgage Refinancing

During the past few years, record numbers of Americans have refinanced their home mortgages as a result of historically low interest rates. This calculator is designed to help you determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

Paying just a little extra on your mortgage each month can have a dramatic effect on the time it takes you to pay off your mortgage and the amount of interest you pay over the life of the loan. This calculator is designed to show you how much time and money — over the life of the loan — you could save by paying an additional amount in your mortgage payment each month.

Credit Card Debt

If you have accumulated credit-card debt, you can use this calculator to estimate how long it could take you to pay off that debt based on your payment amount.

Car Affordability

You can use this calculator to help determine how much you can afford to pay for a car based on your monthly payment amount, down payment, loan term, and available interest rate.

Lease Payment

Use this calculator to determine the monthly payment amount, interest paid, and total cost of the lease you are considering based on the factors listed below.

Loan Payoff

Borrowing money can be an expensive proposition. Even at relatively low interest rates, you may be surprised at the amount of interest you pay over the life of a loan. This calculator is designed to help you estimate the true cost of that loan you may be considering.

Home Affordability

Shopping for a home can be a very exciting time. But before you begin evaluating neighborhoods and housing options, you’ll need to know just how much you can afford to spend. This calculator is designed to give you an estimate of the amount of financing you can expect to get when you begin house hunting.

Net Worth

What Is Your Current Net Worth?

Cash Flow Analysis

What’s Your Cash Flow Situation?

Lifetime Earnings

How Much Will You Earn During Your Career?

Our Vision

Our vision is a future where confidence replaces uncertainty, allowing our clients to thrive in the lives they build, the work they pursue, and the moments they cherish.

Our Mission

Our mission is to help people live better lives by feeling secure about their future. We believe financial planning is deeply personal, and our purpose is to guide, support, and care for our clients through every season of life.

Full circle planning for every stage of life.

With thoughtful guidance, trusted relationships, and care that evolves with you, we support you through every season of life, so nothing feels overlooked and every decision feels intentional.