Financial Advice and Planning Services You Can Trust
Townsend Financial provides virtual fee-only fiduciary financial planning.
At Townsend Financial, we take no commissions or sell products to avoid any conflicts of interest.
Your personal cfo
Townsend Financial intentionally keeps its practice small in order to provide exceptional ongoing care to its clients.
We provide financial planning tailored to your needs and your unique financial situation.
PLUGGED INTO YOUR BUSY WORLD
Townsend Financial’s virtual services are designed to fit into your life - wherever and whenever.
Your plan and your account will always be at your fingertips - access your client log-in from your cell or laptop.
How can Townsend Financial help you?
Learn about the clients (real ones!) we work with.
Meet Heather {the founder}
Hi, I’m Heather,
CFP®, CPA, CSLP® & RLP®
Stress-free financial
freedom awaits…
Invest in your life and let’s get the most out of it!
What You Can Expect From Townsend Financial
Hi, I’m Heather, owner of Townsend Financial and Financial Planner. I originally started this company to help young women, like myself, gain financial independence as you’ll see in this video from my very early days.
Since then, Townsend Financial has grown and changed (I realized I like working with men and couples too) but my desire to help good people has never wavered.
