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.
Free Resources
We're Making Changes!
We're currently in the processing of changing our legal status, which might affect some of our potential services. Please contact us for any questions or concerns.
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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