What We Do
Cedar Grove Financial Planning, LLC is a fee-only financial planning company committed to providing exceptional fiduciary planning services. We believe the client's goals, values, and priorities should drive their unique financial plans. We are committed to looking out for the client's best interests. Our analysis includes investments, income planning, tax strategy, education and retirement funding according to the priorities of each individual client.
Our Process
Consultation
No-cost meeting to understand the planning process and establish a planner-client relationship.
Discovery
Gather details for client goals and priorities and qualitative data to build the financial plan.
Presentation
Update
Present comprehensive financial plan and recommend strategies to achieve client objectives.
Partner together to optimize plan implementation and adapt over time.
How We Are Different
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No commissions or hidden fees. Just clear per-plan pricing based on client objectives
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Ideal for both self-directed and externally-managed clients
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No sales products or managed money means no conflicts of interest
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Advice from an experienced CERTIFIED FINANCIAL PLANNER™
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Comprehensive, fully customized financial plans
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Free consultation
