At Together Planning, our mission is to help as many people as possible worry less and enjoy their lives more, through complete financial planning and thoughtful investment management strategies. We believe that everyone can benefit from a comprehensive financial plan to help guide their decisions, get the most from their resources, and achieve their goals. For this reason, we do not limit our practice to a particular profession, income level, or net worth. Instead, our clients have in common a desire to make smart decisions, a sense of financial stewardship and responsibility, and a strong commitment to family and enjoying life.
We promise to:
Work together toward our common mission. We are one team, moving in the same direction.
Do our best and strive for the highest quality of work and customer service.
Promote a positive, professional work environment at all times. We help each other succeed and respect the value of our differences in our quest for success. When we fall short, we acknowledge it and make a plan to improve.
Communicate, collaborate, and welcome input from all team members. We work together as a team, foster a fun work environment, and celebrate success.
Practice gratitude, appreciate what we have, and share with others.
We are a family firm, founded by Jud Mallini, along with his dad Tom Mallini and his two sisters, Lia Bertelson and Ginny Knoll. We selected the name “Together Planning” because it speaks to our mission on several levels. First, this firm is something we are doing together as a family. We are committed to working together and succeeding together. Second, we view financial planning as a partnership between ourselves and our clients. We work together to develop and implement a plan that will help our clients achieve their goals. Finally, many of our clients are couples or families. Our work with them is collaborative and helps those couples and families align their goals, create a common vision for the future, and agree on a path to achieving it.