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Core Values

Serenity Financial Planning's Core Values

Serenity Financial Planning's Core Values


To help guide our clients on their journey toward well-being and a prosperous life.


To help you live life to the fullest: whether you’re just getting started on your financial journey, preparing for retirement, or well into your golden years.

Clients First

The clients’ interests come first. Always.

We Try to Keep it Simple (KISS)

We focus on adding convenience and simplicity to our clients’ lives.

We Live by the Golden Rule

We treat people the way we would want to be treated.


We are never satisfied with the status quo.

It's Something Personal

We care about you and your family. Deeply.

We Get Stuff Done

A promise made is a promise kept.

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