At Ortman Financial Planning, we want to make your life easier and more fulfilling. We’re here to help manage your financial world so you can let go of worries and enjoy the incredible life you’re building.
When you work with us, you get to let go of life’s “what ifs”. We know balancing a secure future with a fulfilling present can be overwhelming, so we give you a clear picture of your financial situation and help you make wise decisions. We show you how to mitigate risks, maximize opportunities, and make progress toward your goals so you can be confident your efforts are securing the life you want to live.
We thread a needle between personal values, technical strategies, and insightful analyses to give you a comprehensive picture of your financial world. As we work with you, we simplify complex concepts so it’s easy to make smart decisions that align with your unique goals. Our mission is to give you what you need to feel confident and prepared, while taking care of the details so you can focus on what matters.
When it comes to your financial world, there’s a lot to keep track of and prepare for. We’re here to give you peace of mind that a trusted professional is looking out for you and your goals. We build personal relationships, and we leverage our time and expertise to manage your wealth with excellence so you can rest knowing the important things are taken care of.