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What Makes Us Different

A lot of people think that financial planning is all 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 focuses 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 not only focus on your wealth, but keep your health, home and overall happiness in the picture as well.

The focus is to create a plan that works for you and embraces all aspects of your lifestyle. Think of it as a financial coaching or training. We're not here to sell you stuff. We're here to help you get organized, and to guide you in managing your time and money more efficiently. In addition, you don't have to have an existing portfolio to receive financial guidance. We simply charge for the advice we give, regardless of where and whether you have existing investments.

We want to help you reach your objectives and to successfully implement a plan that balances current lifestyle choices with longer term goals. 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.