Concert Financial Planning, LLC
Concert Financial Planning is a fee-only, fiduciary financial planning firm designed for professionals in the prime of their career. We help you organize your finances and then navigate the important decisions that will impact your family, career, and goals.
We prefer to work in a relaxed atmosphere, free from jargon, suits, or pontification. We want to serve clients that are looking for a firm that identifies with them: they are established in their career and know that they need to work with a professional for their finances so that they can have some of their time back to focus on other priorities like family and fun.
The name "Concert" comes from our Founder's passion for playing music, but more importantly from the need to coordinate all of the aspects of your financial life so that they work together, in concert. Carrying along with this theme, our firm is designed for people at a certain stage, namely, "When Life Goes Live"!