Side-By-Side Financial Planning, LLC

Mission:  To help you live a better life today and tomorrow through financial planning

Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to get you there.

Specialities:  Generations X & Y, Consumer Packaged Goods and Retail professionals

We know how busy life can be.  We make meeting up easy and convenient. Any of our interactions can be accomplished through technology (e.g., phone, video chat, computer screen sharing). Effective January 2021, all meetings with new clients going forward will be conducted remotely through these methods.

Side-by-Side Financial Planning, LLC is a Registered Investment Adviser located in Minnesota and may offer investment advisory services in the states of Minnesota, Michigan, and in other jurisdictions where exempted.