Coastal Financial Planning, Inc.
Coastal Financial Planning, Inc. serves both the consumer and corporate clients. Our financial planning services are limited to individual client services whose asset management is under our custody. We no longer provide individuals with hourly service.
The firms' successful fee-only business model was profiled in the Wall Street Journal. On the corporate side we create commision free 401(k) plans.
We run on site educational sessions for employees covering various topics like understanding corporate options, cash flow and budgeting as well as providing services for corporations that our downsizing thier workforce.