Lukas Barthel, CFP^®

I am a financial planner who specializes in helping new and growing families simplify their finances and plan confidently for the future. I work with parents who want to make smart financial decisions without feeling overwhelmed by providing clear guidance around budgeting and cash flow, debt management, education planning, insurance and risk management, and long-term investment and retirement strategies. As both a CFP® professional and a parent, I understand the unique challenges families face when balancing busy lives with important financial choices. My approach is practical, collaborative, and designed to evolve as life changes. I believe good financial planning isn’t about perfection. It’s about progress, preparation, and peace of mind. My goal is to help families feel supported and confident at every stage of their journey.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family