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What We Do

What is Financial Planning?

A lot of people think that financial planning is only about portfolios and investments. Dawn McAllen is the owner of Framework Financial Planning and a Certified Financial Planning professional who believes that your money touches all aspects of your life and that those aspects should be factored into any financial plan you design. As such, she advises on topics beyond the traditional planning staples of portfolios, investments and retirement. While those things are all part of a comprehensive plan, it's not a realistic place for everyone to start and nor is it always the most important.

At Framework Financial Planning, we design plans that address all the areas your money touches- that is the wealth, health, home and happiness that make up the Framework of your financial life plan. 

We want to help you reach your objectives and to successfully implement a plan that balances current lifestyle choices with longer term goals.  By looking first at your goals for the near future, we can create a plan that is motivating right now while building toward financial independence.

Together, we create a customized plan that works for you.  We're here to help you get organized, and to guide you in managing your time and money more efficiently. And you don't have to have an existing portfolio to receive financial guidance. We offer services that simply charge for the advice we give, regardless of where and whether you have existing investments.

Let us help you clarify and prioritize how you use your money. Take control of your financial life and see how a little planning now, leads to a happier, healthier and more productive life.

Here are some of the financial tools and topics we have available to support your goals: