Financial Planning Solutions, Inc. - Home

"Plan designs and strategies to manage and protect families, businesses, and prosperity for over 25 years.”
Shelley Lee Boyce, CFP®, AIF®
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Thank you for visiting the homepage of Financial Planning Solutions, Inc. We are an independent registered investment advisory firm headquartered in Carlsbad, California.

Shelley Lee Boyce is an established CERTIFIED FINANCIAL PLANNER™ practitioner. She is here to assist you with all of your financial planning needs.

Feel free to browse and, if you have any questions or comments or would like to make an appointment for a complimentary initial consultation, please contact us via phone or e-mail.

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you are content and don’t have to worry.

We appreciate your interest and sincerely look forward to serving you.
 

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Shelley was recently featured in San Diego Woman Magazine; click here to read more.


Congratulations to Shelley from San Diego magazine.

Shelley has earned the distinction of:
Five Star Wealth Manager in 2012, 2013, 2014, 2015, and 2017—a five-year award winner.

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Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,354 San Diego wealth managers were considered for the award; 349 (26 percent of candidates) were named 2017 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.