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Financial Life Planning

At Client Centered Financial, we consider financial planning to be a long-term relationship, a journey of sorts, built on trust and regular communication. We work with individuals at all different stages of their lives and tailor plans according to their personal needs and circumstances. No matter what your situation, we provide on-going support, advice and coaching. 

Our intention is to give you an understanding of what you have right now and with that understanding, help you determine the predictability of success. It is your financial future we are planning, and we want you to be able to examine how the different choices you make will alter your plan. 

As circumstances or intentions change, plans can be changed. It is the journey that matters. We will be with you along the way helping you prepare, live now, and live well. 

Dan Streeter, CPA/PFS&#160; <b>&#160;</b>

Dan Streeter, CPA/PFS   

It might be a phone call, a zoom meeting or even a face to face. It all starts with a conversation. We want to ensure that we are compatible and that you feel our method of planning can meet your needs. You can email Dan directly at dan@ccf-vt.com 

Our Process 

Next there is a follow up meeting, an Insight Builder where we get to know more about you. We explore your goals, your current financial situation, your hopes and dreams. The next step is to determine what type of plan works best for you. We will agree to a fee and together, start preparing your plan.  Our plans are dynamic, and we will work with you as your intentions and circumstances change.

We will meet on at least an annual basis. You will receive a personal recap of every meeting. Our intent is to give you a thorough, personalized review of your plan, making any adjustments that are needed.  

Eloise Hedbor, Paraplanner&#160;

Eloise Hedbor, Paraplanner 

Eloise Hedbor is a paraplanner with more than 30 years experience in the financial services industry, and is licensed to sell insurance in Vermont.  She works with Dan on the planning side of our business, entering your information in MoneyGuide Pro, and making adjustments over time to reflect your current reality. She is also one of the wordsmiths on our staff who crafts “plain English” descriptions of complex financial concepts.   

Ready to Schedule  

To schedule an appointment with Dan contact Beth O'Keefe at 802-651-6928 or email beth@ccf-vt.com 

Types of Planning 

Depending on where you are we offer specialized planning in the following areas: 

  • Personal and Family Financial Planning – helping to build a good foundation, protecting what you have now and building for the future.

  • Business Planning – establishing and helping to grow a business, attracting and retaining employees, successful business transition.

  • Financial Independence Planning – developing investment strategies focused on the goal of creating security and helping to providing a sense of confidence.

  • Retirement Income Planning – developing tax efficient distribution strategies designed to last a lifetime.

  • College Planning – saving for education, qualifying for financial aid, making wise financial choices.

  • Legacy and Estate Planning – working with experienced estate planning professionals to develop strategies that allow you to transfer your wealth as you desire, and provide an enduring legacy for people you love and causes you care about.