Meridian Financial Planning

Meridian Financial specializes in multi-generational financial planning and is equipped to lead our clients through all areas of the financial planning process. Whether you’re just getting established, well on the way to living your dream or eagerly approaching retirement, we would love to partner with you on a plan to make sure you’re financially prepared to achieve your life goals.

Learn how our team’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

Meridian Financial Process

The Meridian Financial approach is rooted in client partnerships. We collaborate with individuals, families and businesses to assess their current financial situation and risk tolerance.  Then we analyze life scenarios and build a custom plan that both protects our clients and their loved ones and helps them live the life they have envisioned.

career-center-fpo1Planning Process

  • Bearings. Identify your most important values and clarify your financial goals.
  • Charting. Assess your current financial situation and evaluate your current course.
  • Provisioning. Personalize a plan to reach your financial goals.
  • Embarking. Implement specific recommendations based on the action plan and coordinate with other advisors.
  • Logging. Review, monitor and regularly communicate your progress to goal.

Jason Garey, CFP®, ChFC®
Wealth Management Advisor

Meridian Financial


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck