Coastal Financial Planning

At Coastal Financial Planning, Inc., our mission is to guide individuals and corporate clients towards achieving their financial goals. With years of experience and a team of expert financial planners, we provide comprehensive financial services tailored to meet the unique needs of our clients.

Our Services

Our services are designed to help individuals and businesses navigate the complex world of finance. We offer a range of services, including investment management, 401(k) planning, and fee-only financial planning. Our investment management approach is built on a foundation of diversification and objective analysis, ensuring that our clients' assets are maximized. Our 401(k) planning services help businesses comply with ERISA regulations and provide employees with a range of investment options. Meanwhile, our fee-only financial planning services provide individuals with a clear and unbiased roadmap to achieving their financial goals.

Corporate Financial Services

At Coastal Financial Planning, Inc., we understand the unique financial needs of corporate clients. That's why we offer a range of services designed to help businesses thrive. From 401(k) plan analysis and implementation to corporate downsizing and on-site training, we provide comprehensive support to help businesses succeed. Our team of experienced professionals works closely with corporate clients to understand their goals and develop tailored solutions to meet their needs.

Meet Our Team

Our team is led by Angela Thomson, CFP, a seasoned financial planner with years of experience. Angela is frequently quoted in local and national publications, including The Wall Street Journal, and has been recognized as a "Woman to Watch" by the Providence Journal. Our team is dedicated to providing exceptional service and expertise to our clients.

Why Choose Us?

At Coastal Financial Planning, Inc., we are committed to providing objective, fee-only financial planning services. Our approach is built on a foundation of integrity, expertise, and a commitment to our clients' success. With offices in Lincoln and Narragansett, RI, we are conveniently located to serve clients throughout the region.