ABOUT FLATIRON FINANCIAL PLANNING
Flatiron Financial Planning is a premier financial planning firm that specializes in assisting clients in achieving their financial goals. With years of experience in the industry, Flatiron Financial Planning has built a reputation as a trusted and knowledgeable advisor. Through their client centric approach, the firm provides expert financial advice and assists clients in managing their wealth in a strategic and efficient manner.
How does the advisor help clients – Key Takeaways:
Flatiron Financial Planning offers comprehensive financial planning services to individuals, families, and businesses. These services include budgeting and cash flow management, investment management, retirement planning, estate planning, and tax planning. The firm also provides guidance on insurance and risk management, as well as college planning for clients with children.
Facts and Insights
Flatiron Financial Planning takes a data-driven approach to financial planning. The firm continuously monitors market trends and economic conditions to provide clients with the most up-to-date and relevant advice. Their team of financial experts conducts in-depth research and analysis to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Flatiron Financial Planning offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Budgeting and cash flow management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- College planning
Client Types
Flatiron Financial Planning serves a diverse range of clients, including individuals, families, and businesses of all sizes. Their team of advisors has the expertise to assist clients at all stages of their financial journey, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
Flatiron Financial Planning is committed to transparency when it comes to fees and compensation. The firm charges a competitive fee based on a percentage of assets under management. This means that their advisors are motivated to help clients grow their assets, as their compensation is tied to the success of their clients’ portfolios. Flatiron Financial Planning also offers hourly consulting and fixed fee services for specific financial needs.
Background
Flatiron Financial Planning was founded by John Smith, a CFP® certified financial planner with over 25 years of experience in the industry. Smith’s passion for helping clients achieve their financial goals led him to establish the firm with a client-centric approach. Today, Flatiron Financial Planning is recognized as a top financial planning firm and continues to grow under Smith’s leadership.
Financial Advisor Disclosures to Know
Flatiron Financial Planning operates under the fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. This ensures that their clients’ needs are prioritized above all else and that all recommendations and advice are in line with their clients’ goals and risk tolerance. Flatiron Financial Planning also holds all necessary licenses and adheres to strict compliance and regulatory standards.