Committed to helping improve your financial life

Crafting a Plan Tailored for You

Our customized approach allows us to tailor financial plans specifically for young families, business owners and those that have reached financial independence. Let Ridgevale Financial Planning help you find clarity and peace of mind with your finances to enjoy what is most important in life.
Learn MoreSchedule a Call

Hypothetical Case Study One

Young Family*

Jim is an executive for a publicly-traded company that promoted him to a position that includes restricted stock as part of his compensation. Pam is a dentist and started her practice five years ago. Over the past few years, their income has grown with Jim’s promotions and the growth of Pam’s practice. In addition, they have two young children that keep them very busy.

See How We Could Help

Hypothetical Case Study Two

Business Owner*

Dwight Sample and Andrew Example own a small manufacturing company. After reinvesting into the business for the past 10 years, they’re shifting their focus to retirement. They have 13 employees, one of whom is the oldest of Sample’s three children, who would like to take over someday. The value of the business comprises a majority of both of their net worth. It thus is a critical component of their retirement plans.

See How We Could Help

Hypothetical Case Study Three

Financially Independent*

Although Phyllis is a retired registered nurse, Bob still works as an engineering consultant but would like to choose how much he works and for how long. Their kids are self-sufficient adults, and they have five grandchildren who Phyllis keeps busy babysitting. Bob thinks that Phyllis should start receiving her Social Security now that she’s 62, but she thinks there’s a better strategy to maximize their benefits.

See How We Could Help

*These are hypothetical examples of what it could be like working with Ridgevale Financial Planning.

Why You Should Choose Ridgevale Financial Planning

Ridgevale Financial Planning is committed to helping improve your financial life through insightful financial planning and investment management.  We accomplish this by listening to you with an open mind and without judgment so that you can feel truly heard.  By connecting what’s important to you about money with your personal values, you can live the life you have always envisioned.

At Ridgevale Financial Planning you will not just be getting a financial advisor, you will be consulting with a professional who has the extensive background and education to perform all the duties of a Certified Financial Planner™ professional.  That means this person has successfully completed all the required standardized examinations and is recognized as being proficient in the area of financial planning and possessing the principles necessary in order to make the appropriate decisions in the clients’ best interests.

We take great pride in ensuring that when serving as your trusted fiduciary, Ridgevale Financial Planning will, without exception, deliver your services in good faith and with the highest standard of care.


As an independent firm, Ridgevale Financial Planning is on your side not some large corporation with proprietary products to sell you.


As your fiduciary, you can feel confident the advice and recommendations provided to you are in your best interest.

CFP® Professional

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.

Have peace of mind knowing your money stays with established institutions you can trust: Fidelity Logo

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information, click here.