The Financial Planning

At The Financial Planning Company, our mission is to provide individuals, families, and 401(k) plans with a low-cost opportunity to access the highest quality investment service available. As a fee-only registered investment advisor, we are committed to putting our clients' interests first and providing a unique investment management experience that is tailored to their individual needs.

Our Expertise

As a fiduciary, we are committed to using evidence-based investing approaches that are rooted in Nobel Prize-winning research. Our investment management strategy is designed to build globally diversified and low-cost investment portfolios that minimize taxes and trading costs. We believe that investment management is not a one-size-fits-all approach, which is why we take the time to understand our clients' unique financial goals and objectives.

Our Services

We offer a comprehensive range of financial planning and investment management services that are designed to help our clients achieve their financial goals. These services include:

• Financial Planning: We provide full-service financial planning to help our clients create a clear and actionable plan that is tailored to their unique financial goals and objectives.

• Investment Management: Our investment management services are designed to help our clients build globally diversified and low-cost investment portfolios that minimize taxes and trading costs. Our investment management approach is rooted in Nobel Prize-winning research and is designed to outperform the market over the long-term.

Our Team

Our team of experienced investment professionals is committed to providing our clients with the highest level of personalized service and attention. Our team includes experienced investment managers and financial planners who are dedicated to helping our clients achieve their financial goals.

Our Values

At The Financial Planning Company, we are committed to a number of core values that define our approach to personal financial planning and investment management. These values include:

• Fiduciary Obligations: We are committed to ensuring that our clients' interests are always put first and that our investment advice is in the best interest of our clients.

• Evidence-Based Investing: We believe that investment decisions should be based on evidence and research rather than emotions or biases.

• Independence: We are an independent investment advisor and are not affiliated with any brokerage firm or financial institution.

Conclusion

At The Financial Planning Company, we are committed to providing our clients with a unique and personalized investment management experience that is tailored to their individual needs and goals. Our team of experienced investment professionals is dedicated to helping our clients achieve their financial goals and provide them with the highest level of personalized service and attention.