What Makes Fialkow Financial Planning Different
Transparency
The highest quality and care in planning and advice provided on a fixed fee or hourly as-needed basis. No hidden fees or other forms of compensation.
Holistic Approach
A broad view of your financial life and attitudes are considered in developing your plan. Wealth is defined as what is most important to you.
No Product Sales
We are process based and provide knowledge and expertise in developing a plan that is in your best interest, and then assist in implementation.
Clarity
You’ll know where you stand financially and what actions will provide you the greatest opportunity of reaching your goals. Straight talk and clear action plans.
Accessibility
No minimum asset or net worth requirements. We believe everyone should have access to quality planning.
Who We Work With
Young Families
“What should we be doing to build a solid foundation?”
Mid-Career
“College Savings, Retirement Savings, Our Aging Parents, how do we prioritize?”
Pre-Retirement
“When can we retire and not outlive our money?”
