Take control of your financial future Today.
Coordinated Financial Planning is a personal local professional Fee-Only Registered Investment Adviser.
We have a vested interest in growing and protecting your asset base. The fee we charge is a percentage of your account value, so our success in growing and protecting your account is paramount to our success as a business. Our interests are aligned, unlike most commission-based financial professionals. We offer no cost, no hassle consultations to prospective clients with $200,000 or more to invest. Give us a call today!
Current Situation
Develop a Financial Plan
Implement and Monitor Plan