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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

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!

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Learning Center

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

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Meet Our Team

Tim Sittler, CFP®, CAIA

Principal | Director of Wealth Advisory

Renee C. Harvey

Chief Operating Officer

Lindsey McCasland

Director of Operations and Marketing

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."

Questions? Comments?

Thank you!