Our story
You’ve spent a lifetime defining success on your own terms—whether you’ve raised a family, built a career, or grown a business, you’ve created a unique legacy. You deserve financial guidance that reflects that effort.
At Financial Planning Partners, we know major life transitions can feel complex, but you don’t have to navigate them alone. Most women want an advisor who actually listens before they start crunching numbers. I founded FPP because I believe your goals—not just your account balance—should drive the conversation.
While our roots are in Minnesota, our reach is nationwide. With 30+ years of experience and our proprietary “6 Key Area” process, we cut through the clutter to provide the sophisticated, personal partnership you’ve earned. Whether you’re here in the Twin Cities or across the coast, your retirement shouldn't just be a "plan"—it should be a future truly worth looking forward to.
Meet Joan
Joan’s relationship with money was shaped by real life—family lessons, major transitions, and learning the hard way how to balance security with living fully. After discovering early in her career that financial planning simply made sense to her, she found her calling helping clients navigate change with clarity and confidence. Today, Joan brings decades of experience, deep empathy, and a genuine love for her clients into every conversation.
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