Build Autonomous Wealth

Step Away From Corporate

Create New Horizons

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Which one of these sounds like you?

Family Visionary: Planning for Multiple Generations

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American Living or Retiring Abroad

Challenges & Questions We Help With

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“We’re having a child, how can we make sure to set them up for success without sacrificing our lifestyle or retirement?”

“What’s the best way to pass on the family treasure tax efficiently? I also want to make sure she’s ready to be in charge of the funds and it stays in the family.”

“We probably need to pay more attention to our investments, and make sure we take advantage of any tax savings opportunities.”

“I get RSUs, and ISOs. How do I make the most of this without setting off a big tax bill? What do I need to pay attention to?”

“As a solopreneur, I work hard, how do I retire before I’m too old to enjoy it? What unique savings plans are open to me?”

“How do I replace my corporate benefits?”

“I’m burned out, how long until I can take a year off?”

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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Book an Appointment

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.