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...
Hourly Financial Planning
Our hourly 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 hourly 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.
Unlimited Financial Planning
Our unlimited financial planning service is designed for individuals and families who seek in-depth planning and investment management on an ongoing basis. 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.
Read Our Thoughts...
Using RMDs for Charitable Contributions
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD)
How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for determining your adjusted cost basis
Helping the Children of our Clients
We launched our firm in 2015 and named it Together Planning. We liked the name for many reasons, but one of the bigger reasons is that we wanted to help