Together Planning

What if you had an adviser that helps you prepare for each and every situation that comes your way? And what if they helped you make a plan that keeps you on track to reach your goals even when something unexpected happens? And what if they only looked out for your best interest?

Welcome to Together Planning, a fee-only, independent, financial planning and investment firm.

At Together Planning, we strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more.

  • How soon can I retire?
  • Am I saving enough?
  • When should I take Social Security?
  • What is the best way to pay for my kid’s college?
  • Is my money invested appropriately to meet my goals?
  • Do I have enough insurance or am I spending too much on insurance?
  • Should I pay off my student loan or mortgage ahead of schedule?

These are just some of the myriad of questions you will likely face throughout your life and there are many more. Let us be your guide. With Together Planning you will get…

  • A team of advisers who know you personally—your priorities, your family, your goals, your fears
  • Flexible meetings
  • Access to your adviser via phone, email, and text at any time
  • Transparent solutions, transparent fees
  • A secure client portal with access to all of your accounts, documents and meeting notes
  • An always-current financial plan
  • Reminders to complete financial tasks
  • Advice on all financial topics
  • Annual reviews to check progress
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2631 NW 41st St Ste E2 Gainesville, FL 32606 Phone: (352) 221-9300

Primary Office

2631 NW 41st St Ste E2 Gainesville, FL 32606 Phone: (352) 221-9300

Other Offices

599 W. Crossville Road Suite 107 Roswell, GA 30075-7657 Phone: (470) 443-1808
4651 Salisbury Rd Ste 130 Jacksonville, FL 32256-0935 Phone: (904) 476-7758