- Thoughtful financial guidance to keep you confidently on course!
At Azimuth Planning Group, we help individuals, families, and business owners create a clear financial direction—one that aligns with your values, reflects your goals, and supports the life you want to build.
Financial planning isn’t just about numbers. It’s about understanding where you are today, clarifying where you want to go, and making thoughtful decisions that keep you confidently on course.
As a CFP® professional and CPA, we bring together strategic financial planning, tax expertise, and real-life practicality to help you navigate today’s decisions and tomorrow’s possibilities.
We partner with you through every stage of planning—so your financial decisions are intentional and aligned with what matters most.
Financial planning is not a one-time event. It’s a continuous process that adjusts as your life, business, and priorities evolve.
For solopreneurs and smaller households seeking organization, direction, and ongoing support.
For established service-based business owners who want deeper tax strategy, wealth optimization, and integrated guidance across business and personal finances.
For business owners preparing for transition, sale, or multi-generational wealth planning.
We combine CFP® financial planning with CPA tax expertise—bringing strategic insight, practical experience, and thoughtful guidance to every conversation.
We take complex topics and make them understandable, so you can make informed decisions with confidence.
We walk with you through each stage of life. Your questions are welcomed. Your goals are respected. Your values are central to the plan.
Your financial roadmap should reflect what matters most to you—family, freedom, security, opportunity, impact. We build the plan around your priorities.
Azimuth is more than a name—it’s a navigational term that represents the precise angle between where you stand today and where you want to go.
Our job is to help you identify that direction, stay aligned with it, and adjust as life evolves. You don’t have to navigate alone. We’re here as your partner, guide, and sounding board.
Let’s build a plan that supports your goals, honors your values, and gives you confidence in your financial direction.