What if you had an adviser that helps you prepare for each and every situation that comes your way? And what if they helped you make a plan that keeps you on track to reach your goals even when something unexpected happens? And what if they only looked out for your best interest?
Welcome to Together Planning, a fee-only, independent, financial planning and investment firm.
At Together Planning, we strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more.
- How soon can I retire?
- Am I saving enough?
- When should I take Social Security?
- What is the best way to pay for my kid’s college?
- Is my money invested appropriately to meet my goals?
- Do I have enough insurance or am I spending too much on insurance?
- Should I pay off my student loan or mortgage ahead of schedule?
These are just some of the myriad of questions you will likely face throughout your life and there are many more. Let us be your guide. With Together Planning you will get…
- A team of advisers who know you personally—your priorities, your family, your goals, your fears
- Flexible meetings
- Access to your adviser via phone, email, and text at any time
- Transparent solutions, transparent fees
- A secure client portal with access to all of your accounts, documents and meeting notes
- An always-current financial plan
- Reminders to complete financial tasks
- Advice on all financial topics
- Annual reviews to check progress
Together Planning is a financial planning and investment management firm delivering personal and professional service in an effort to help clients reach their desired goals in an era of increasing financial complexity.