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Why Work With Us

Our Mission Statement is more than just words...

To inspire CRNAs in making informed decisions through education, communication and service that exceeds their expectations.’s the action we take. Let us define for you what a few of the keywords in our mission statement mean to us:

Inspire - Our goal is to inspire you, our client, to live a life by design, not by default. Money is a tool to help you get the most out of your life. After all, this is not “Monopoly money” --  it's your life savings.

Informed Decisions

Once you are inspired to share what you want out of life, we help you make informed decisions that are logical for you. We bring our resources together to develop a plan so that you can work toward your dreams.


Making informed decisions can only be accomplished through education. You don’t need to understand everything we do, but you do need a 10,000 floor view of what we are doing, why we are doing it, and how it applies to you.


Our communication doesn’t stop at education. Our goal is to know you as a person, not just as an account. You will never be disappointed in the level of communication you receive from CRNA Financial Planning®.

Service Which Exceeds Your Expectation

We aspire to deliver a level of service which will exceed your expectations. In today’s world the expectation of service has never been lower, so we are going in a different direction -- delivering Five Star service with FedEx efficiency.

How can we do all this? Because we are independent, we do not have proprietary products; therefore, we are able to provide you with unbiased advice on financial products and services that are geared to you. It means we are bifocal, paying attention to what is happening today and anticipating changes on the horizon. In addition, the culture at CRNA Financial Planning® is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with dignity and respect. Does this sound like the type of relationship you are looking for from the company managing your wealth?