Get ready to take control of your finances.
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 CFP®. He will keep your tax bill in mind while designing the best plan to meet your goals.
A Virtual Fee—Only Financial Planner
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!
Meet Mike Zeiter, CPA/PFS, CFP®
Husband. dad. book lover. fitness enthusiast.
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.
Who Do We Help?
Here are quotes from our current clients:
“Highly recommend! He is incredibly diligent, knowledgeable, and always takes the time to help. He makes everything easy to understand and truly cares about his clients. I'm very grateful for his guidance and excellent service.”
“Working with Mike Zeiter has been one of the best financial decisions I've made. He takes the time to understand my goals, explains complex financial strategies in a way that's easy to understand, and always provides thoughtful, personalized advice. I never feel like just another client—Mike is genuinely invested in my long-term success. His knowledge, responsiveness, and integrity give me confidence that my financial future is in good hands. I highly recommend Mike to anyone looking for a trusted financial advisor.”
“Financial planning should feel like clarity, not confusion. Foundations Financial Planning does just that.”
OUR SERVICES
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.
Are you making the proper decisions for your family and your future?
The world is changing every day and personal finance is changing with it. Being prepared for each change, big or small, will position you for long term success.
Financial Planners have made a living by working for clients as investment managers. I want that to change. I founded this company to provide comprehensive financial planning for clients. We will work together to define your goals, develop a plan, and adjust with the changes that occur throughout life.
— Mike Zeiter, CPA/PFS, CFP®