CLW Financial Planning LLC

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

My passion in life is helping you decipher all the jargon, weed through the noise, dig deep in determining what's most important to you and then walking along side you to design YOUR plan.  

My goal is to be your partner in helping you create goals that mirror your values, priorities and dreams.  

You are the centerpiece of the relationship.  

Just imagine….

  1. Creating a plan that excites you
  2. Having a blueprint to follow each and every year
  3. Creating a plan that gives you confidence in knowing that your family is taken care of
  4. Knowing the ranges of living expenses that work in retirement
  5. Knowing with confidence that your goals/dreams are now a possibility

"Finally a Financial Advisor that's ADVICE-ONLY!"

CLW Financial Planning LLC (“CLWFP”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CLWFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CLWFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.