WELCOME

Thank you for visiting the home page of Financial Planning Solutions, Inc. We are an Independent Registered Investment Advisory Firm headquartered in Carlsbad, California.

My name is Shelley Lee Boyce, and I am an established CERTIFIED FINANCIAL PLANNER™ practitioner . I am here to assist you with all of your financial planning needs.

Feel free to browse and, if you have any questions, comments, or would like to make an appointment for a complimentary initial consultation, please contact me via phone or e-mail.

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you are content and don't have to worry.

We appreciate your interest and sincerely look forward to serving you.
Financial Planning Solutions BBB Business Review

Congratulations to Shelley from
San Diego Magazine

Shelley has earned the distinction of:

FIVE STAR: Best in Client
Satisfaction Wealth ManagerSM in
2007, 2008, 2009 and 2010

As a result of evaluation submitted
by her clients
Featured Content: Latest Article and Market Commentaries

The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.

View the Featured Article

Last Updated: 01/23/12


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