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Helen L. Hogan CFP ®, sole proprietor of Hogan Wealth Planning, LLC, specializes in providing financial planning to professional couples and individuals.  Helen guides them in harnessing their financial power to help provide the financial future they've earned.  She eases financial concerns by personally educating and empowering clients to be in control of their financial future.

Helen's unique background in project management and  psychology helps keep her clients on track by fostering the communication needed to proactively establish and pursue a mutual financial future. Helen's 9+ years of experience as a financial advisor enables her to provide sound and unique solutions to each client's financial concerns or challenges.

Helen employs a three-step process with each new client through which she strives to:

  • Helps clients clarify their financial goals for the future
  • Educates clients in the financial planning process*
  • Empowers clients with the knowledge to make the right decisions

This process prepares clients for the services that Helen is most passionate about:

  • Protection of the family and their goals throughout all stages of their life
  • Assessment and adjustment of investment portfolios*
  • Uncovering financial resources when needed
  • Freeing up overlooked assets
  • Budget creation and understanding of cash flow

Call Helen today to put your family on the road to being back in control of your financial future.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck