Ortman Financial Planning

My wife and I worked with Patrick Ortman to get our finances in order before purchasing a home. Patrick was extremely responsive and very flexible finding a time for an in person meeting.

Patrick was great to work with! As someone who is new to thinking about long-term financial goals, I was a little nervous about where to begin. Patrick patiently answered my many questions and really helped give me clarity about financial planning for retirement. His billing was more than fair, and his follow-up was timely. I would highly recommend him!