Flexible Financial Planning & Coaching Online

Make Better Decisions, Plan a Better Future

 

Do-it-yourself or managed investments

Short and long-term planning engagements

Evening and weekend availability

No One Wants to Make Bad Financial Decisions

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Others are depending on you and your resources.

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The risks to your financial condition are real.

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Life isn’t slowing down or getting simpler.

It’s Tough, I Get It

My clients have the same challenges and concerns as you.

You can have what they have:

A plan to help you achieve the life balance you want.

An investment plan helping you navigate your savings journey.

A retirement plan helping you be ready for the unforeseen.

An estate plan helping to protect your assets and savings.

An Asset-Map™ showing all your financial products at a glance.

David Roberts - Financial Planner and Advisor of Plan For Your Goals

David Roberts, Owner: Plan For Your Goals

Invest in Knowledge and Guidance

Man checking financial status on his mobile

Organization

Get organized and feel in control.

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Accountability

Stay on track while working to fulfill your obligations and responsibilities.

Man checking financial status on his mobile

Objectivity

With an outside point of view, avoid unwise decisions, especially when emotionally stressed.

Man checking financial status on his mobile

Proactivity

Anticipate and prepare for life transitions.

Man checking financial status on his mobile

Education

Get the knowledge you need.

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Partnership

Someone working alongside you, helping you achieve your goals.

Financial Services

Valuable advice to improve your financial condition.

Save money with flexible options. Get just what you need, starting at $195.

Ditch the traffic and hassles at work with online meetings.

Client Testimonials

My clients get the financial planning coaching and resources they need to make better decisions and plan a better future.

“As a military spouse of a retired officer and a Christian, David “gets us”, becoming a trusted figure in our network. He skillfully managed the transfer of our TSP funds post-retirement, significantly enhancing the earnings of our retirement accounts. Over the past four years, David has not only earned our trust and gratitude but also our respect, as we look forward to his continued guidance through our retirement journey.”

—Mike and Victoria Ballard

Auburn, AL

Read Disclosure ▾
This testimonial was provided by a current client on 1/20/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
“We approached David Roberts because we were unsure of the best next steps to take with our finances. David accommodates our busy lifestyle with virtual meetings and eagerly answers all our questions. We now have confidence in the path to reaching our financial goals and feel perfectly equipped with a financial planner who supports us each step of the way.”

David and Stephanie Budd

U.S. Army, FL

Read Disclosure ▾
This testimonial was provided by a current client on 2/08/2024. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

My Financial Planning Process Is Simple

Select a Consultation Service

My services are designed to be flexible and meet your needs. Whether you’re looking for a basic evaluation, help with a key area of your finances, or comprehensive financial planning, you’ll find it here.

Understand Your Real Financial Condition

Working together we will determine your financial needs. We’ll assess what is effective or problematic, and what is hindering your progress. With a clear understanding of your financial condition, you can make smarter choices.

Plan a Better Future

Getting the knowledge and guidance you need from a financial professional is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

You Deserve a Better Future

Understanding your real financial condition in this complex world is tough. That’s why so many people struggle to make smart money decisions. At Plan For Your Goals, my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

Read More ▾

Plan For Your Goals offers services you would expect from any other advisor, but online. We’ll talk about your money goals, problems, and solutions. You can relax as I do the hard work finding the best options for you. You’ll confidently avoid common pitfalls and missed opportunities as I coach you through using your strengths and avoiding your weaknesses. I’ll be there to stop you from making bad choices that could mess up your future.

You won’t stress about cyber-threats. Putting your info online is safe and easy with my firm. There are benefits like being able to check your finances anytime, anywhere. You’ll be in control using my online tools to manage your money and life better. They’ll allow you to track how much you spend, plan what you want to achieve, and see how your behaviors affect your future. This saves you time and helps build confidence.

I think everyone should get professional help with their finances, no matter how much they have.

Getting knowledge and guidance from a financial advisor is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

Learn More About David >

David Roberts - Financial Planner - Plan For Your Goals

Simplify Tricky Money Matters!

Every month receive essential decision-making tools. These flowcharts and checklists break down tricky financial concepts into simple terms.

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Understanding your real financial condition in this complex world is tough. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.

Contact

Branch Office: 5954 E Bay Blvd, Gulf Breeze, FL 32563

(850) 786-3400

david@planforyourgoals.com

Check David's background on FINRA's BrokerCheck

Plan For Your Goals, LLC (PFYG), is a State registered investment adviser. PFYG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PFYG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, articles written by third parties, firm written newsletters and/or publications, and third-party links. Accordingly, the publication of PFYG’s web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PFYG, A copy of PFYG’s current written disclosure statement discussing PFYG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov 320683 or from the Adviser upon written request, david@planforyourgoals.com.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The Testimonials provided is/are not representative of all experiences.

Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

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