Out of the Office Planning
Out of the Office Planning is a virtual fee-only fiduciary planning firm that provides financial planning, socially responsible investing, tax planning, insurance planning, student loan analysis, estate planning, budgeting/debt payoff, and more to millennials.
Our services are billed on a flat fee that's based on the complexity of your situation and we do not require a minimum investment account size to work with us.
Our goal is to help millennials across the country make an impact with their money.