Do you want to make work optional and plan for retirement?

You’re in the right place.

Which one of these sounds like you?

If money were no object, 64% of Americans would quit their job tomorrow.

Source: Empower 2023 study.

We’ve helped people who work at these places (and more) get closer to achieving their dreams.

West Jefferson Medical Center

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LCMC Health

Microsoft

Ochsner Health

Procore

Tulane University

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Debt & Line of Credit Analysis and Recommendations

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Legacy Planning

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Insurance Review & Recommendations

Equity Compensation: ISOs. RSUs, ESPPs.

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Financial planning doesn’t have to be complicated. Schedule a meeting today to see how Horizon Financial Planning can deliver you a comprehensive financial plan tailored to you. Life happens, always be prepared for what’s next on the horizon.