Eva L. Levine, JD, MA, CFP®, RIA, CWPP™, CAPP™
Principal

Financial Planning For Life

Welcome to Plenaris Advisory®’s website, where you’ll find a wealth of information in the form of articles, calculators, newsletters, self-help tools, and research reports.  These materials are meant to help you start your own journey in managing your money and your life no matter your age.  Financial planning is by no means an abstract concept.  It is grounded in the reality of your own life and how you would like to lead your life by using your financial resources efficiently and effectively.

The objective of financial planning is fundamentally to achieve financial independence and life security.  The definition of financial independence may be different among people.  But the common thread is that financial independence entails the accumulation of sufficient financial resources during one’s lifetime through work, savings and investments so that one will be able to live a productive and bountiful life without the fear of outliving one’s resources.

This website is therefore dedicated to helping readers like you learn about the tools that you can use to achieve your goal of financial independence.   More importantly, readers should resolve to apply the tools in formulating a plan or plans that will guide their decisions and actions on their finances.  A good financial plan will give you peace of mind, positive control over your resources, and a sense of well-being that will serve you well at all times.

I’m prepared to work with you on any financial issues. Please contact me at plenarisadvisory@gmail.com, or call 408-293-1888.