Financial Advisor | PlanningWorks

Financial Planning

Effective solutions for every stage of life and business.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

The "Planning Works" Process

It all begins with a conversation. We emphasize hearing our clients, asking the right questions, and identifying the purposes for engagement with our team. By identifying and prioritizing needs, goals and aspirations, we are better able to manage assets, liabilities, and risks, to position your financial resources appropriately for your unique financial circumstances.

Plan Prudently

Plan for the worst, prepare for the best, adjust to life's curve balls. Maximize flexibility to make decisions on your terms.

Tailor Investments

Customize investment portfolios for your unique needs, account types, and tax situations.

Manage Risk

Recognize gaps and blind spots in your plans beyond the scope of portfolio risk. Evaluate and propose solutions.

Who We Are

Planning Works is a wealth strategy group who guides and supports clients through their financial journey. Our commitment is to protect and enchance our clients' financial quality of life.

Planning First because Planning Works!

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

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Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Meet Our Team

Lindsey McCasland

Director of Operations and Marketing

Mikiel Featherston

Founder | CEO

Renee C. Harvey

Chief Operating Officer

Tim Sittler, CFP®, CAIA

Principal | Director of Wealth Advisory

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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