From Planning to Living LLC
We work primarily with motivated millennials who earn $300k+ per year. We have experience working with established business owners and those with equity comp or stock options.
Our firm's motto: "We handle the planning so you can get to living." Our job is to help you spend your most valuable asset, your time, however you want. Time to stress less and live more!
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.