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Foundational Wealth Planners

Specializing in Financial Planning, Insurance and Investment Advisory Services.

SERVICES

Future planning personalized for your needs.

Targeted strategies designed with your invidual goals in mind.

A holistic approach carefully and thoughtfully executed.

Interested in booking your initial consultation? 

ABOUT

ABOUT US

Foundational Wealth Planners are dedicated to building and maintaining close relationships with our clients founded on trust, respect and integrity. As Financial Planners, we begin by planning for tomorrow today.

Our Holistic Approach to Financial Planning Includes:

  • Assessing your financial situation

  • Saving for major expenses

  • Debt and student loan repayment strategies

  • Retirement cash flow and income planning 

  • Investment planning 

  • Tax planning strategies

  • Protecting against financial crisis

  • Business planning strategies 

  • Estate planning strategies 

 

Our planning objective is to provide a clear picture of where you stand today, a vision of where you're going and the strategy to help you get there. With periodic reviews, we maintain progress toward our clients' specific goals and objectives. No matter what stage of life you are in, we can help you find solutions to your financial challenges. 

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TEAM

OUR TEAM

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ALEX UTSEY
 

FINANCIAL PLANNER Owner

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NICOLE GRANAKOS
 

FINANCIAL PLANNER

Owner

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DANIEL POLÓN
CFA®

FINANCIAL PLANNER

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John Becker
MBA, CMFC®

FINANCIAL PLANNER

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Amaris Turner
MBA

FINANCIAL PLANNER

Proper planning for the future can be challenging. Watch the video below to see how eMoney helps our clients to achieve their financial goals.

Organize. Monitor. Collaborate.

ORGANIZER

Connect all your accounts for a consolidated view of your entire financial picture.

SCREEN SHARING

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts.

VAULT

Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING

Know how much you're spending, and where.

MOBILE

A complete financial picture available on your smartphone.

BUDGETING TOOLS

Set budgets to help reach your savings goals.

GOALS

See if you're on target to reach your most important goals.

Your Personal Financial Management website helps make it easy to manage both your wealth and your well-being.
CONTACT
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