Who We Are | Gallant Financial Planning

Get Support for Your Financial Journey

Gallant Financial Planning offers fee-only financial planning and investment management to help ensure you’ll have what you need to live the way you want.

Planning Based on Your Priorities

Anyone serving as your advisor, coach, accountability partner, or guide should listen more than they talk. They should ask questions, not stand and lecture. They should take the time to learn what matters most to you -- and what concerns you.

Only then can an advisor fully work in your best interest to deliver a plan truly tailored to your values, goals, and priorities.

That’s how we strive to serve. This is your life, and we’re here to support your vision. The type of financial planning we offer puts your priorities first, and our process gives you the space you need to ask questions, address any worries, share what’s on your mind, and get the understanding and clarity you need to feel confident that your financial situation is set and secure.

You need a plan that you can count on, and a team that has your back along the way. We’re in the business of helping the people we serve make wise financial decisions that allow them to live the best life possible with the resources they have.

What We Do

Gallant Financial Planning provides a range of services and options to help you organize your financial life, take advantage of your opportunities, mitigate your risks, and ensure your wealth is working hard for you so you can live the life you want.

We provide clients with:

In-Depth Financial Planning

Social Impact Investing

Charitable Giving

Insurance Reviews

Employee Benefits Reviews

Tax Planning

Investment Management

Goal Setting and Planning Around Life Milestones

Estate Planning

Retirement & College Planning

Investment Advice

Asset Allocation Recommendations

...and more

Learn More About Our Services

Financial Advice That Puts You First. Always.

Fiduciary

A fiduciary is a trusted professional who works in your best interest at all times. We uphold both the ethical and legal obligations of the fiduciary standard.

We believe it’s the only way financial advice should be given: in your best interest, 100% of the time.

Fee-Only

We don’t sell products or earn commissions. As independent and fee-only financial planners, we only take payments directly from clients.

This allows for truly objective advice based around the absolute best option for you, without conflicts of interest.

CFP®

Financial planning done well is about a lot more than money. It’s about figuring out how to use your finances to get more of what you want in life.

Our certifications mean we’re trained to take a big-picture view at every area of your life that impacts your wealth.

I’m Debbie Gallant, and I Help People Get More Life from Their Money

I founded Gallant Financial Planning in 2009 because I love showing people how to navigate money in a way that improves their lives. A financial plan that takes all aspects of your life into account is a powerful tool for making informed decisions and reaching your goals. And it’s about more than just the numbers, which is why my process starts with understanding you, and your situation, wants, challenge, and dreams. My team and I are here to help you achieve what you want and make the world a better place, and we can show you how to use your money to get there.

Meet Our Entire Team

Let’s put you on a path to financial freedom and security through objective advice and personalized guidance.

See How We Can Work Together