Take your next steps with purpose.
Norsu Financial Planning specializes in providing holistic financial planning and client-centric investment management services. Understand your finances and use them confidently to live the life you want.
How We're Unique
Step-by-Step
Planning
We create simple, actionable plans to guide you through every step of your financial journey.
Technology
Foundation
Founded by a cybersecurity expert, we use technology to help secure and streamline your financial future.
Fiduciary,
Fee-Only Advice
No commissions - just advice you can trust and always knowing your interests are our top priority.
Working With Us Is As Easy As 1 - 2 - 3
Schedule an Intro Call
Find out if we're a good fit! If not, We'll help you find another fee-only planner and you can always use our free resources!
Collaborate
We'll work together through a series of guided meetings to develop a personalized financial plan that works for you.
Enjoy the Journey
We work for you every step of the way! Breathe easy knowing your life, money, & values are aligned to reach your goals!
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