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™.
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.
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.
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.
College Pre-Approval™
Begin the college search with confidence. Submit financial and academic data for your high school student, then meet with us and receive a report about the expected net cost of your top college targets and detailed advice about how to fund your child's education without jeopardizing your retirement.
Hourly Planning
Do you just need a few questions answered, or a second opinion on your investment strategy? We can meet your needs without requiring a full financial planning engagement.
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.
Let's Do This. Together.
Enjoy your life and your work more, knowing that your needs will be met in the future. Feel confident in your plan, your finances, and your future.