Horizon Financial Planning LLC

In EVOKE® Financial Life Planning we discover your deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. 

Then we inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as you accomplish your objectives.

​EVOKE® Financial Life Planning is what real Financial Planning should be. In my mind, without going through the EVOKE® process, you can't be a real fiduciary.

Financial Life Planning utilizing EVOKE® is Financial Planning done right.

Financial Planner, Managing Member, Founder

JPMorgan Chase & Co.

Financial Advisor Associate

Compass Capital Management

Financial Advisor

I develop strong relationships to provide people like you with the best financial advice, unencumbered by conflicts of interest. I believe in meeting you where you are in order to create a unique high end financial planning experience which gets you answers to your burning questions, and often brings up new questions.

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William Nunn, CFP®

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William Nunn, CFP®

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William Nunn, CFP®'s Linkedin Analytics