We help you make work optional, retire well, and live a fulfilling life on your terms.

Central Park in NYC looking towards midtown and some tall buildings in the distance

Which one of these sounds like you?

Family Visionary: Planning for Multiple Generations

child being held by older person. Picture is a link to our website about multigenerational finanical planning

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

Our Services

Debt & Line of Credit Analysis and Recommendations
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Charitable Giving

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.