Financial Planning Designed With Flexibility in mind
We know life happens in between the numbers. Projections and stats are more than just cold data, it represents vacations, new ventures, and opportunities.
Horizon Financial Planning was started with you in mind, aiming to take the stress out of financial planning. Whether you are just starting your career, getting ready to grow your family or have questions about how to get started, take the first step with Horizon Financial Planning.
Horizon Financial Planning is located in New Orleans, serving clients nationally.
Services Include
Asset and debt management
cash flow and income
tax management
charitable giving
accumulation and retirement planning
insurance and investments
AS SEEN IN
Meet Will
I founded Horizon Financial Planning LLC in January 2019 after realizing my worth to my (then) employer was measured by how much money I brought in that month instead of how much I helped my clients. I wanted something else, I wanted something freeing, I wanted more autonomy. I prioritized spending time with my wife and being able to go sailing on Friday afternoons over my obligation to stick around the office until the clock struck a magical number before I could go home. I want to bring the same thing to my clients. My mission is to help people achieve the autonomous life they envision. My proactive approach helps my clients envision, structure, and implement the autonomy they want.
Personal
Enjoys sailing, skeet shooting (sporting clays), traveling, and anything outdoors in general.
Lives in New Orleans with his Wife and dog (the dog will make occasional appearances in meetings).
Volunteers his time to a wide variety of causes.
Saints, Pelicans, LSU, and Chelsea Blues fan.
Professional
CERTIFIED FINANCIAL PLANNER™ professional
Certified Exit Planning Adviser professional
Over a decade financial planning experience, with several years at some of the most well known firms.
Graduate of Loyola University New Orleans with a Bachelors in Business Administration.
Soft Spot for: APRNs (Nurse Practitioners, CNMs, CRNAs), PAs, medical, and healthcare providers.
Less than 30% of “Financial Advisors” are CERTIFIED FINANCIAL PLANNER™ professionals, like Will.
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.