Everyone should have a CFO in their lives.
Why Work With
First Light Financial?
One simple reason. Transparency.
We believe that everyone has a path to financial freedom but not every family's path is the same. We do not believe in a one size fits all approach when it comes to your financial plan. We are committed to a planning process that will shed light on the path that our clients need to follow. We believe that trust comes from transparency and honesty. We do not side step the tough conversations but address them with you. As your financial planners we will come alongside you and guide you on the path to your personal success.
Our TeamWith a combined experience of almost 40 years in the financial industry, our expertise brings a unique insight to our industry.
Our ProcessOur well-established process allows us to deeply understand our clients and their goals so we can build a customized financial plan and a deep and successful relationship. Download our Financial Organizer here.
Vision MeetingUnderstand the client's goals, current financial situation, and determine the right service for the client
Working MeetingPerform a complete review of a client's current financial situation and understand goals and risk tolerance
Discovery MeetingReview client's current assets and allocations to determine if they are aligned with goals and risk tolerance
Planning Strategy MeetingUpdate client's budget, savings, benefits, and/or insurance, to bring day to day finances in line with goals
Asset Strategy MeetingCreate an asset allocation that will bring investments in line with client's planning goals and expectations
Plan Delivery MeetingReview the implemented strategy, deliver the financial plan and set short term goals for the next meeting
Our ServicesOur more than four decades of experience combined with expertise across a variety of financial disciplines, along with our unique insight and deep understanding of client goals set First Light Financial apart.
Comprehensive Asset Management
Retirement & Estate Planning
Strategic Tax Planning
At First Light Financial we are part of the Ramsey trusted family. What does it mean to be Ramsey Trusted?
It means we know the Ramsey Values. We believe it is hard to build wealth when you are in debt. Debt management is important once we execute the debt management plan we can begin to build wealth. We believe that wealth is important but the reason to have wealth is to have the ability to go where life calls you and support the causes that are close to your heart.
To be Ramsey Trusted you must have experience. Between Kris and Michael, First Light has more than 40 years of experience. They have led clients through some of the best and worst times in the market. They work with clients to focus the long term plan, knowing there is a light at the end of the tunnel.
We work to educate and empower our clients. The world of financial planning can be a completely new language, during our time together we teach our clients to understand strategies. We strive to avoid lingo and industry terms, explaining everything in plain English so our clients feel confident in every recommendation.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and First Light Financial Planning are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.