MainStreet Financial Planning, Inc.

MainStreet Financial Planning, Inc., is a national fee-only, project-based, financial planning firm. There is no minimum of assets or income required to work with our financial planners, as we don't manage investment accounts or sell financial products. Our entire focus is to help our clients build a path to Financial Independence.

With our new Money Roadmap program, we help you build a financial plan that helps you get from where you are to where you want to be. Our process is collaborative and we work with you over time to help you design your own Money Roadmap that guides you through potential risk traps, and the many roadblocks you may encounter along the way to achieve your biggest life goals.

Our financial planners have expertise and experience to help clients in all phases of life:

-New Start: Single & Millennials
-Starting/Growing a Family: Mid Career; Dual Income Households, with Children
-Nearing/In Retirement: Late Career

Our Mission is to help you make Smart Financial Decisions!

Let's work together!


Advisors at this Office


This Office

1115 Broadway, 12th Floor New York, NY 10010 Phone: (888) 897-6743 Fax: (805) 267-3001

Primary Office

236 N Santa Cruz Ave Ste. 237 Los Gatos, CA 95030 Phone: (888) 897-6743 Fax: (805) 267-3001

Other Offices

1113 Odenton Rd. Ste. 2C Odenton, MD 21113 Phone: (888) 897-6743
1115 Broadway, 12th Floor New York, NY 10010 Phone: (888) 897-6743 Fax: (805) 267-3001
1775 Eye Street, NW, Suite 1150 Washington, DC 20006-2424 Phone: (888) 897-6743
30700 Russell Ranch Rd Ste. 250 Westlake Village, CA 91362 Phone: (888) 897-6743 Fax: (805) 267-3001