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We’ll walk beside you
through life’s journey

We believe that anyone can improve their financial success when well-advised by an advisor they trust.

HJ Planning is an independent financial planning team dedicated to helping reduce your financial stress.

Our Services

A personalized planning process to achieve a lifetime of financial success.

Financial planning has become so complex, it can be difficult for busy people to even know what they need or where to start. This is particularly true when they have more complex life situations that include personal and business investments, modern family priorities and the diversity of retirement plans.

That's where we come in. We’re qualified to assist you with:

Our Services

A personalized planning process to achieve a lifetime of financial success.

Financial planning has become so complex, it can be difficult for busy people to even know what they need or where to start. This is particularly true when they have more complex life situations that include personal and business investments, modern family priorities and the diversity of retirement plans.

That's where we come in. We’re qualified to assist you with:

Want to find out More?

Meet our
Advisors

Russel Jarvis

Financial Planner
B. Mgmt, CFP®, CEA

Cathie Hurlburt

Senior Financial Planner
CFP®, CLU, RFP, FMA, CFDS

Irma Mattes

Financial Planner
CFP®, FMA, EPC, RRC®

Testimonials

"Cathie provides first-class service in layman’s terms which I comprehend and appreciate. I have complete confidence in Cathie’s advice and handling of my portfolio."
Elizabeth
Investor
"The team thinks of every possible detail. I’m confident my finances are being managed carefully and appropriately according to my needs..”
Lisa
Client
“I am very pleased with what [HJ Planning] is doing for me so far. Your service has been excellent. You give me clear and direct advice that makes sense. I get the facts I need. What more can you ask for..”
A.S
Retired