395 Financial Planning

395 Financial Planning, LLC, is the only 100% fiduciary, advice-only financial planning firm in Mono and Inyo counties. Why is this important? The Principal & Owner, Mary Ann Sullivan, CFP®, has expertise in engaging in the financial planning process to help you understand your current financial context, prioritize life goals, and create a financial road map to achieve them. Along the way, she teaches you how to be your own Chief Financial Officer: manage your own investments, plan for tax efficiency, evaluate your insurance and estate plans, and optimize your income. She is fee-only. This means you pay one transparent fee, and she works only in your best interests and never receives commissions or sales incentives for the advice she gives. Not only has she helped others create and implement plans for financial independence, she has achieved financial independence herself. As a former teacher and principal, her satisfaction comes from helping others be empowered to own their time and master their money.

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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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