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Are you searching for a Certified Financial Planner™Professional?

One of the hallmarks of a CFP ® is that they have fiduciary responsibility when working on financial planning, which means they have to act in their clients' best interest.

Empowering Women, Families and Professionals

“As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning process is an integral part of my practice.”

“Tell me and I forget, teach me and I may remember, involve me and I learn.” ~ Benjamin Franklin 

Monisha Potter 

Monisha Potter, CFP®

Owner & Senior Financial Advisor 

Works with successful business owners, young families, & retirees.

As an Advisor, the key to a successful relationship is listening to my client’s goals, concerns and values in order to get a better understanding of what they want, even if they are not quite sure of what they need.  Together, we explore all reasonable opportunities in crafting a unique solution to help achieve their goals.

“Happiness is not in the mere possession of money, it lives in the joy of achievement, in the thrill of creative effort”  ~ Franklin D. Roosevelt

Philip Lennox

Philip Lennox, LUTCF ®

Financial Advisor

Let us help you find the way…We can help

Contact Financial Planning Alternatives to help secure your financial future with guidance and care.

Committed to helping protect and increase your wealth

No matter what your story, we have a plan.

Are you a millennial looking for advice, small business owner
or looking for a female financial advisor?

Today’s Planning will set the foundation for your future.
Make sure you are setting yourself up for a life of possibilities.

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