Lupin Planning Group Inc.

Helping you build financial confidence at every life stage.

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

As licensed and certified professionals, we take the overwhelm out of the financial planning process, replacing it with a sense of clarity, control, and momentum. We’ll help you understand your options and develop a financial strategy tailored to your goals. Whether it’s maximizing your investments, securing your retirement lifestyle, or protecting your assets for future generations, we’re here to guide you.

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

Planning:

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.

Partnerships:

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.

Technology:

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.

Resources:

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.

Get in Touch

“I don’t know how we could have gotten through this difficult transition without your professional advice and optimism. Thank you so much for all your time and patience in helping us understand and make the right decisions to help our family come out the other side smarter and more secure.”

“The things you do make a big difference. You always go above and beyond what is required. I have no words to describe my gratitude.”

“When you have fear and shame about your finances it makes it hard to be vulnerable. I just want to say thank you so much, Jackie, for all these years. Until I talked to you today, I don’t think I fully realized how much I have grown when it comes to my financial mental health. Not many people have seen where I really was – but you did. To have you notice and call out the growth made it feel so much more real for me. I am truly grateful for who you are. You gave me space to be vulnerable when we first began this journey and you have been rooting for me throughout the challenges along the way. It means so much.”

“Thank you from the bottom of my heart for helping me reach my retirement goal. You truly are the best. Now let the freedom begin!”

“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!”