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Welcome to  LOTUS Financial Partners

Our practice is named for the Lotus flower, which is a traditional symbol of growth and enlightenment. We are all on the same journey. Like the Lotus, we start in the murky depths overcoming challenges, sometimes uncertain of our path, ultimately reaching for our dreams and hopefully blooming in the full light of our accomplishments.

At LOTUS Financial Partners our mission is to be your partner on your journey to a more secure, free and meaningful life. We will be there to guide you, support you and always to celebrate your successes. When you become our client, you join a like-minded community of people serious about taking control of their financial lives and living life with purpose!

If you would like to learn more about LOTUS Financial Partners and our Advice-based Planning Process, we would love to invite you in for a complementary Discovery EXPERIENCE with one of our advisors. During that meeting we will help you look at your concerns, clarify your values, explore your goals and document your resources. We will even share with you, in writing, the next steps we would take to help you strengthen your financial strategy. All with no strings attached!

Click the button below to learn more about LOTUS Financial Partners, our unique Advice-based Financial Planning Process and complementary Discovery EXPERIENCE.

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OUR Mission

We help our clients live more secure, free and meaningful lives through Advice-based Financial Planning.

LIFE CLARIFIED & LOTUS NOTES

Focusing on finances, well-being and the LOTUS Community.

Security

Security

The most common thing we hear from new clients is, "Will we be OK?" Our primary objective is to answer that question and help you develop a plan that will allow you to feel more secure about your financial future.

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Freedom

Freedom

Having a fully implemented financial plan will allow you the freedom to design a life on your own terms. You can move beyond the basics and envision the live you really want to live.

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Meaning

Meaning

Our clients want to make a positive impact in the world. We want to help you amplify your impact whether that is at home, in your local community or in the world at large!

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Advice

Advice

At LOTUS Financial Partners, every client relationship begins with an Advice-based Financial Plan. If appropriate, we can help our clients implement those plans with investment and insurance recommendations, but the advice always comes first!

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Where Financial Goal Setting Meets ‘The Secret’

Where Financial Goal Setting Meets ‘The Secret’

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 Going Self Employed, a Checklist for Success

 Going Self Employed, a Checklist for Success

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It’s Not Just the Plan, It’s Also the Conversation

It’s Not Just the Plan, It’s Also the Conversation

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