Our Mission
About Townsend Financial
Townsend Financial provides financial planning and tax services for business owners and other high income/high net worth individuals. We take the complexity and confusion out of complicated finances.
We believe money is powerful. It can do a lot of good in the world when put into the right hands, which is why we pride ourselves on a client roster full of truly wonderful humans. From the very beginning our main goal has been “helping good people get wealthier,” creating a domino effect of good spanning the globe.
Our mission is to provide trustworthy financial advice, planning and advocacy for business owners and other high income/high net worth individuals. By educating our clients we can empower them to make the right financial decisions, creating a ripple of good that spreads to others.
As fee-only fiduciaries, we are bound by oath and a sincere belief in doing the right thing to act only in our clients’ best interests.
In other words, let’s maximize what you have and make those dreams a reality.
“Heather’s virtual practice is focused on Gen X/Y professionals who seek ongoing financial planning and advice.”
