Side By Side Financial Planning

Our Guiding Vision

At Side-by-Side Financial Planning, LLC, we believe financial planning isn't just about numbers and strategies, it's about empowering you to achieve a fulfilling life. We partner with you to create a personalized roadmap towards your financial goals, ensuring you can confidently navigate life's transitions and maximize your potential.

Who We Are

Led by certified financial planner Charlie Bolognino, we are a small, dedicated team of professionals committed to providing objective, personalized financial guidance. We are fee-only and fiduciary, which means we prioritize your needs and interests above all else. Our compensation comes solely from our clients, ensuring our motivation is aligned with your success.

Our Approach

We take a holistic approach to financial planning, considering every aspect of your financial life. We work with you to:

• Define your financial goals: We help you articulate what financial success means to you and set specific goals for the future.
• Analyze your current financial situation: We review your income, expenses, assets, and liabilities to understand your financial health.
• Develop a customized plan: We work with you to create a personalized roadmap to achieve your goals, considering your unique needs and circumstances.
• Implement and monitor your plan: We guide you through implementing your plan and regularly review its effectiveness to ensure your financial security.

What Sets Us Apart

• Client-Focused: We prioritize open communication, transparency, and personalized attention, ensuring you feel empowered and involved throughout the process.
• Fiduciary Advice: We are committed to acting in your best interests, without any conflicts of interest or commissions.
• Project-Based Planning: We offer flexible options, working on an hourly basis or collaboratively on a project-by-project basis.
• Accessibility: We prioritize clear communication and regular touchpoints to ensure your financial plan remains accessible and relevant.

Join Us on Your Financial Journey

Whether you need assistance with retirement planning, investment strategies, or managing debt, Side-by-Side Financial Planning, LLC is here to guide you. Our personalized approach and commitment to client success will empower you to achieve financial confidence and build a secure future.