Worry less and enjoy life more with holistic financial planning and thoughtful investment strategies.
Why do people hire us?
Fee Only
As fee-only advisors, we accept no commissions and are compensated directly by our clients. We value this fee structure for its fairness and transparency.
CFP® Professionals
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards.
Fiduciary Oath
As a Registered Investment Advisor, Together Planning is duty bound to serve as fiduciaries to our clients, acting solely in their best interest.
What We Do...
Standalone Financial Planning
Our standalone financial planning service is designed for do-it-yourself investors to develop a simple, actionable financial plan. We provide comprehensive advice across a wide variety of planning topics customized to your specific circumstances. There is no limit to the complexity that can be addressed by our standalone planning service, and you only pay for what you need. After your initial plan, if something should change with respect to your goals, your income, or your family's needs, you can always engage Together Planning for plan revisions and reviews.
Financial Planning & Investment Management
We offer comprehensive financial planning and investment management for individuals and families who need continuous, in-depth support. With this service, we can take financial planning a step further by executing action items for you: keeping your plan up to date, managing investment accounts, handling forms, coordinating with your other professionals. We are proactive in scheduling regular periodic reviews, and you will have unlimited access to your financial advisor included in your investment management fee.
Meet the Team
Our small team size means that we work together for our clients, collaborating to provide a high level of personal service to our clients. When you hire us, you get the whole team working on your side.
Subscribe to our newsletter...
Smart Charitable Giving for Every Family
Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.
Navigating the Annual Gift Limit: What You Need To Know
Many families we work with inquire about the annual gift limit, how it operates, and the implications of exceeding it. This is a common and important question, and sometimes the
Estate Planning Basics for Retirees
Estate planning isn’t just for the ultra-wealthy. It’s about keeping control, minimizing hassle, and making things easier for your loved ones. The goal of this post is to help you