Our Mission is Clear.
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 believe this is the most transparent and objective method possible.
CFP® Professionals
There are hundreds of thousands of financial advisors in the United States. Only 20% have undergone the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™ Professional.
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 will help you meet your short-term 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
Is Inflation Here to Stay? What it Means for Your Portfolio.
I imagine that everyone reading this has noticed a rapid increase in the cost of most everything we buy. Well,
How to budget your way to wealth in 5 easy steps
Why budget? Budgets don’t pay dividends or interest and they don’t appreciate in value. Who needs them? Well, as it
We left our Group Health Plan for the ACA: Here is how it worked out
My husband and I are both partners in our firms, so neither of us have health care costs subsidized by
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.