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, 2010 & 2012




Featured Content: Latest Article and Market Commentaries

Reducing Your Fuel Costs in the Summer Months: Before the summer travel season begins, be prepared for what to expect when filling up at the pump and consider how you can save on fuel costs.

View the Featured Article


Last Updated: 05/14/12


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