Money Plans: Fee only Financial Planning

Money Plans is a nationally recognized fee-only financial planning firm and a member of NAPFA NAPFA Logo (The National Association of Personal Financial Advisors). Money Plans provides comprehensive fee-only financial advice to couples and individuals.

Honors and Awards

  • Worth Magazine ~ Top Financial Advisor
  • Bloomberg Magazine ~ Top Wealth Manager
  • Mutual Funds Magazine ~ Top Financial Planner
  • Medical Economic ~ Top Financial Advisor
At Money Plans we customize advice tailored to client needs, providing everything from hourly consultations and work sessions to extensive and comprehensive financial plans and investment management.

Fee Only

  • We are committed to high standards. fee only logo We are fiduciaries to our clients. We receive no sales commissions, no product incentives and no third party payments.

All investment management clients receive customized portfolios that are individually designed to meet their specific needs and goals. We recognize that each client and situation is unique and we have extensive experience in ensuring that our work reflects that individuality. Our clients' concerns are paramount in all our planning work.

We have the experience and resources to advise on a broad and diverse range of issues including property purchase, college funding and financial aid, insurance needs, disability, long term care, non-traditional households, and much more.

We are committed to ongoing education and to ensuring that we are always current on the law and on financial products available and how to use them to our clients' advantage. We encourage ongoing consultation and updates as clients' needs change and develop.

Focus on Fiduciary Logo Money Plans is planning for life!