About Us

Real Planning For Real Life.™

You can find out all you want about us in our disclosure document (ADV Part 2).

We believe that the fundamental purpose of personal life planning is to help you achieve your ideal selves. We want for you:

• To experience passion and vision in your life.

• To feel a sense of safety and peace of mind.

• To recognize that it’s not about the money, it is about what you want to experience and your life goals.
It’s about your family, friends, loved ones and your dreams that may or may not cost money.

Our Team

Neal Van Zutphen
M.S., CFP®, FBS®, CRPC®

President, Chief Compliance Officer,
Financial Life Planner

Casey Van Zutphen
CFA®, CFP®

Partner, Chief Investment Officer, Portfolio Manager

Daniela Jones
CFA®, CFP®

Partner, Vice President, Financial Life Planner

Gieselle Ebot, FPQP™

Portfolio Administrator

Alina Serafimov

Administrative Assistance

Cindy Wise, FPQP™

Executive Administrator

Chuck Autrey

Investment Committee Member

Our Favorite Inspirational Quotes

We are an independent, fee-only life planning and wealth counsel firm integrating your money and your life providing personal life planning services with an attitude of gratitude. As you search deeper within our site please call or write if you have any questions.

We hope you find this site informational, educational, and inspirational. To get you started on the latter and to get a feel for who we are on the inside, here are some of our favorite inspirational quotes:

“Some people see things the way they are and say ‘Why?’ I dream things that never were and say ‘Why not?'”
— George Bernard Shaw
“I am still learning.”
— Michaelangelo
“Go confidently in the direction of your dreams.”
— Ralph Waldo Emerson
“If you want the best the world has to offer, offer the world your best.”
— Gandhi
“A personal financial plan is the organization of an individual’s (or couple’s) financial and personal data for the purpose of developing a strategic plan (clearly defined written goals) to constructively manage income, assets and liabilities to meet near and long-term goals and objectives (dreams with a time limit). Important to the success of the personal financial planning process is the monitoring and periodic review (focusing on the plan – goals) of the plan to assure that it continues to meet the individual needs (dreams in motion).”
— Cornelius H. Van Zutphen Jr.

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