Help people worry less and enjoy their lives more.

We accomplish this goal through holistic financial planning and thoughtful investment strategies.

Why Choose Together Planning?

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 that require them to put their clients' interest first.

Fiduciary Oath

Together Planning is duty bound to serve as fiduciaries to our clients. This means we act solely in the best interest of our clients in every engagement.

What We Do...

Financial Planning

We will help you identify and develop your goals and take an inventory of the resources that can help you meet them, then we will develop a plan to get the most of those resources and increase the likelihood of success in meeting your goals.

Investment Management

Investing doesn't need to be complicated or intimidating. We work with you to develop an investment strategy that helps meet your short and long-term goals. Our goal is to bring transparency to investing so that our clients know what they own and what to expect.​

Read Our Thoughts

Gloria Daly

August 2022 Newsletter

“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.”  Warren Buffett, CEO of Berkshire

Read More »

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.