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128 South Lebanon Street, Lebanon, IN 46052

(317) 442-6556
sean@instinctivefin.com
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Let's Make Your Money Work Smarter

Whether you're just getting started or rethinking your retirement, I'm here to help you make informed decisions and feel good about your financial direction.

What I do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, I work with you to build a plan that makes sense for your life — not someone else's. Think of me as a sounding board, a strategist, and an advocate all in one.

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

I got into this work because I believe everyone deserves a financial professional who actually listens. Before I build any strategy, I want to know what keeps you up at night, what gets you excited, and what "success" really looks like for you. From there, we work together to create a plan that evolves as you do.

My Solutions
The Support You Need, When You Need It

Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how I can help.


Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Risk Management

Life throws curveballs. I'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. I'll help you figure out what makes sense for your situation.

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. I'll walk you through your options so you can choose with confidence.

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.

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Financial Education

The more you understand, the more empowered you are. I love helping my clients build financial knowledge that sticks.

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How To Get Started
About My FirmReal Conversations. Real Strategies. Real Results.

About My Firm
Real Conversations. Real Strategies. Real Results.

I started this practice because I believe financial planning should feel approachable — not intimidating. Over the years, I've had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what I do. I take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. No jargon, no pressure — just honest guidance from someone who's genuinely in your corner.

The Process
Simple, Straightforward, and Built Around You

I don't believe in overcomplicating things. My process is designed to be clear from day one so you always know what to expect.

1. Let's Talk
Start With a Conversation

We'll sit down, get to know each other, and dig into your financial life — your goals, your concerns, and everything in between.

2. Let's Plan
Map Out Your Strategy

I'll put together a personalized financial strategy based on everything we've discussed — one that actually fits your life.

3. Let's Keep Going
Stay the Course Together

Your plan isn't a one-and-done document — I'll be right there with you to adjust, refine, and keep things moving in the right direction.

Start Your Journey

My Resources
Good Reads, Smart Thinking

I like sharing ideas that help my clients think differently about money and life. Browse the latest articles, guides, and insights below.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.

Start Your Journey