At Lantern Financial, we take pride in our unique mission to help young professional individuals, couples, and young families reach their goals and dreams through our values-based financial planning and develop the skills necessary for understanding and communication through our financial counseling services.


Contact us today - we look forward to helping you to Shine Brighter!

Take a moment to explore our site and check out our specialties:

• Comprehensive, fee-only, financial planning services


• Innovative financial counseling services


• Success-inspiring talks we can deliver to your group, organization or conference.

Lantern Financial Presents: Fun, interactive Premarital and Newlywed Counseling Workshop!

Are you engaged or recently married?

We can help you become a strong financial team as you begin your journey together!

Over the course of several weeks, this Premarital and Newlywed Financial workshop will teach couples valuable skills to communicate lovingly and effectively for the success of their Financial Romance. The workshop includes extensive activities and information to guide you through a variety of topics important to financial relationships such as:

* Exploring each of your Financial Ancestries and Financial Personalities.
* Important discussions on decision making, risk tolerance and how/when to merge your money.
* Building strong financial communication skills, empathy and understanding for money.

Sessions are offered either over lunchtime or during the evenings for your convenience.
The next round of workshops begins February 22, 2016!

Click HERE to learn more and register today!

Nobody likes unpleasant surprises, but when Allison Brooke Eastman's fiancé found out four months ago just how high her student loan debt was, he had a particularly strong reaction: he broke off the engagement within three days.

Ms. Eastman said she had told him early on in their relationship that she had over $100,000 of debt... it was closer to $170,000...

Click here to find out what Lantern President, Lisa J.B. Peterson, CFP(R) has to say about how debt can impact a relationship, in this recent New York Times article.

What do you think? When would you reveal a mountain of debt to a potential marriage partner? Is there an amount of debt that renders you unmarryable?