Your Financial Future, Hourly Advice.

At Barrett Financial Planning, we believe financial guidance should be straightforward, transparent, and tailored to you. We offer expert financial planning on an hourly basis focused entirely on your goals.

I’m Zach Lundak, CFA, CFP® and I founded this business because I saw too many clients that want help from an advisor, but don’t want to give up managing their investments.

Whether you’re planning for retirement, navigating a big life change, or simply want a second opinion, we’re here to empower you with clarity and confidence.