ReFrame Financial Planning

ReFrame Financial Planning is a fee-only, independent registered investment advisory firm located in Howard County, MD. 

ReFrame Financial Planning was founded with the goal of guiding our clients into their next life chapter in a way that’s aligned with their values, passions and purpose. 

If you’re not sure what’s next for you, but you know it isn’t traditional retirement, you’re not alone. Need a practical plan for moving forward? Feeling uncertain because you’re afraid to use what you’ve saved? I’m here to show there is a plain and simple way to address your financial needs.  I will help you become the expert of your own financial future.  Educating our clients and ensuring they understand how their decisions align not only with their goals but with their values is our primary driving force.  

?We charge a flat, annual fee that is based upon your situation and not on the size of your portfolio.  We are independent, working for you and you only.