Serving You

Our Local Community

The Tampa Bay area is a great community with a great local feel and outstanding relationships. As Tampa residents, Tania and I fully understand how easy it is to get distracted by the day-to-day. If you feel like you're doing everything you can to meet your financial goals, but need some help putting it all together, we can help.

Our comprehensive approach will help you:

  • Understand all of the ways money touches your life
  • Figure out where you are, financially speaking
  • Establish financial goals that are in line with your values
  • Develop a step-by-step plan to take charge of your financial life

If you’re a ‘do-it-yourselfer,’ and only need a checklist that you can execute, we can help you.  No nagging phone calls, follow-ups, spam emails, or hassles.  Ever.

If you want someone to walk with you, shoulder-to-shoulder, to help make sure you’re taking the right steps, we can help you do that as well.  Our retainer relationship allows you to have full confidence that you’re putting it all together.  Even when we feel you’re on the right financial path, having an ongoing relationship allows you to reach out for competent financial advice to handle any of the challenges or opportunities life throws your way.

Military Personnel in Transition

Having been in the Navy for 20+ years, Tania and I understand many of the stresses military families go through, especially as you get ready for post-military life.  Whether it’s a 30-year retirement, or separation from service after a 4-year enlistment, you might feel like it’s all too much to handle. If you’re not sure where you stand financially, Westchase Financial Planning can help.

Our comprehensive approach can help you:

  • Understand the ways money impacts your life
  • Take your bearings, financially speaking
  • Evaluate what your post-military life will look like
  • Establish financial objectives that support your values
  • Develop a plan of action so that you can take charge of your financial life

If you’re used to executing a checklist, our financial review will give you a step-by-step plan of action to execute independently.  You’re free to follow this checklist and not worry about dodging our phone calls. No hassle, no future obligations, no annoying spam.  Ever.

If you want someone to help you put it all together, having a retainer relationship allows us to walk together through each aspect of your financial life, side-by-side & step-by-step, regardless of how long it takes.  Having an ongoing relationship allows you to reach out for sound financial advice in case any unexpected challenge or opportunity comes your way.