Financial Guidance for Life's Biggest Decisions
Financial Planning for Every Stage of Life
My Approach
Whether you're preparing for retirement, navigating a divorce, planning for your family's future, or simply wondering if you're making the right financial decisions, you don't have to figure it out alone. I help individuals and families bring every piece of their financial life together—from investments and retirement to taxes, estate planning, and life's unexpected transitions—so they can move forward with clarity, confidence, and peace of mind.
CFP® Professional | CDFA® Professional | Fee-Only Fiduciary | Dave Ramsey SmartVestor Pro
Financial Planning Is About More Than Money
Every financial decision affects something else.
A retirement date influences taxes. An inheritance changes your investment strategy. A divorce reshapes long-term goals. Even positive milestones like selling a business or becoming a grandparent can create new financial opportunities and challenges.
That's why I don't believe financial planning should happen in pieces.
As a Certified Financial Planner™ professional, I help my clients see the complete picture, creating a coordinated strategy that reflects their goals, values, and the life they want to build. My role isn't simply to manage investments. It's to help you make informed decisions with confidence, knowing every recommendation fits into a larger plan.
Financial Planning for Every Stage of Life
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Comprehensive Financial Planning
Your investments are only one piece of your financial life. I help coordinate retirement planning, taxes, estate planning, insurance, cash flow, and long-term wealth strategies into one thoughtful plan.
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SmartVestor Guidance
You’ve done the hard work to build your financial foundation. Together, we'll create your investment strategy that is designed to support your goals while also keeping the bigger financial picture in focus.
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Divorce Financial Planning
Divorce is more than a legal process, it's one of life's most significant financial transitions. I'll help you understand your options, protect your future, and make informed decisions with confidence.
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Retirement Planning
Retirement isn't simply about stepping away from work. It's about having freedom and confidence to spend time on what matters most, supported by a thoughtful, personalized financial plan designed around the life you want.
Meet Stephanie
Stephanie Thompson-Buttice
CFP® | Lead Advisor | Ramsey Smart Investor
Money has a way of touching every part of our lives.
Behind every financial decision is something deeply personal—a family you want to protect, a retirement you've worked toward for decades, a difficult transition, or a dream you've spent years building.
That's why I believe financial planning is about far more than numbers.
As a Certified Financial Planner™ professional and Certified Divorce Financial Analyst®, I combine technical expertise with a relationship-first approach to help clients make thoughtful financial decisions with clarity and confidence.
Whether we're preparing for retirement, navigating a divorce, coordinating tax strategies, or planning the legacy you hope to leave, my goal is always the same: to help you feel informed, supported, and confident in every step forward.
Many of my clients have worked with me for years because they know they'll have someone who listens carefully, explains complex decisions in plain language, and remains by their side as life changes.
WHY CLIENTS CHOOSE ME
More Than Financial Advice — A Trusted Relationship
Relationship-Driven
You'll never feel like just another account. Every recommendation begins with understanding your goals, values, and what matters most to you. This includes a comprehensive plan that will help you understand how your financial decisions will impact you long term.
Fiduciary Advice
As a fee-only fiduciary, I'm committed to providing recommendations that are always in your best interest.
Responsive Support
Questions don't wait for annual reviews. Whether you're facing an unexpected opportunity or an important life decision, you'll have a trusted advisor you can call. I pride myself on being available to my clients when they need me.
Guidance for Every Season
Life changes. Your financial plan should evolve with it. From retirement to family transitions and everything in between, I'll help you navigate each new chapter.
What it’s Like to Work With Me
Financial planning shouldn't feel overwhelming. My process is designed to simplify complex decisions and give you confidence in every step forward.
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Start with a Conversation
Every relationship begins with listening. We'll discuss your goals, concerns, and the questions keeping you awake at night so I can understand what matters most to you.
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Build a Personalized Strategy
Together we'll organize every piece of your financial life, identify opportunities, and create a comprehensive plan tailored to your unique circumstances and long-term goals.
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Move Forward with Confidence
Financial planning isn't a one-time event. As life changes, I'll continue to help you evaluate new decisions, adjust your strategy, and stay focused on what matters most.