At Lupin Planning Group, we believe in a strong foundation. 

Our focus is rooted in the Planning.

We ask the right questions and take the time to truly listen to your concerns, challenges, goals, and dreams.

Next, we educate you on your options and source the best solutions from our many strategic partners. As licensed and Certified professionals, we take the overwhelm out of the financial planning process and replace it with a sense of clarity, control, and momentum, providing you with a path forward you can understand and one you can be confident is tailored to you.

As a professional firm, we take a comprehensive and whole person approach to achieve your financial health:


Every planning engagement begins with the key question, “What do you hope to accomplish?” This helps us build intentional plans to move you in the right direction.


We work with a variety of investment and insurance companies and solution providers to ensure we offer independent advice that always puts the client first.


We embrace technology to provide a seamless and customized client experience. We meet you where you are and provide on-going support in a way that works for you.


We partner with other industry professionals, including lawyers and accountants, to address client tax and estate planning needs.

Why Lupin Planning Group?

Through purposeful conversations, it is our goal to help you grow your wealth, protect the people and things that matter most to you and – like our namesake – we look forward to watching you prosper.

“Your dedication and enthusiasm are really inspiring. You work hard and are committed to your client’s success. ‘Thank you’ to a true leader in her field!”