Financial decisions occur every day in our lives. Are you making the proper decisions for your family and your future? Ongoing planning services will allow you to partner with a financial professional who can guide you through each decision.
Financial planning should take place throughout your life. The best time to get organized is right now.
Foundations Financial Planning was established to provide financial services to individuals and families during every stage of life. Mike is a CPA/PFS and will keep your tax bill in mind throughout the plan.
Foundations is a fee-only firm that offers tax-focused planning services both virtually and in-person. We are fee-only because we want you to know how much you are paying for our services. Buying a new home, paying off student loans, taxes, saving for retirement, saving for college. These are just number of issues that people struggle with every day. Ongoing planning services will allow you to partner with a financial professional who can guide you through each of these decisions... and more!
Our goal is to be the center of your financial life. We offer a variety of financial services that focus on setting you up for long term success. We do not believe that your finances should be viewed as separate pieces. In fact, we believe each piece impacts another area of your life.
I'm just an ordinary guy with a passion to help others succeed financially. I am married to the most wonderful woman in the world. We have a large extended family that we enjoy spending time with. In the mornings, you will find me running or riding my route around town or at the gym. Other times, I will likely have a book in my hand about business or history. I graduated from the University of Missouri and became a CPA shortly after. I began my own tax practice while working full time, but I wanted to have a bigger impact on people's financial lives. I started Foundations Financial Planning to do just that.
— Mike Zeiter, CPA/PFS Owner & Financial Planner