Active Lifestyle Financial Planning

Active Lifestyle Financial Planning is a personal financial advisory firm dedicated to providing comprehensive fee-only financial planning services to good people who are committed to doing the right things to achieve their goals.

It is our core belief that everyone can benefit from an unbiased comprehensive financial plan. We also believe that the value derived from our services should exceed the price you pay.

We believe that effective financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise in your life. With that in mind, we seek to work with clients who see the value of continuous engagement and are committed to working with us in a collaborative manner to achieve their financial goals.

We are compensated on a fee-only basis which means the only compensation we receive is directly from our clients. Without the conflicts of interest inherent in commissions, referral fees and third party incentives, you can be confident that the recommendations we make have only your best interests in mind.

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Advisors at this Office

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This Office

413 Planters Trace Dr Charleston, SC 29412-8306 Phone: (843) 225-2058

Primary Office

413 Planters Trace Dr Charleston, SC 29412-8306 Phone: (843) 225-2058