SIDE-BY-SIDE FINANCIAL PLANNING IS DIFFERENT

Imagine a financial plan that simplifies your life and gives you peace of mind. At Side-by-Side Financial Planning, we believe your financial plan should free you up to enjoy life more and think about money less.

Unlike traditional firms, we specialize in hourly, project-based, and as-needed financial planning. This means you get expert, jargon-free advice exactly when you need it, for your most pressing financial questions, without sales commissions, asset management fees, or long-term commitments. You'll receive clear recommendations and actionable steps designed to move you from where you are today to where you want to go. And because we are compensated solely by our clients, you can be confident our only motivation is your success.

Introductory video:

For a captioned version of this video, please click here: Introductory Video with Captions

Meet Charlie, Your Side-by-Side Guide:

  • Your trusted partner for straightforward, unbiased financial advice.

  • Expert guidance backed by leading industry certifications (CFP®, ChFC®).

Since founding Side-by-Side Financial Planning in 2008, Charlie has been dedicated to equipping and empowering people to live better lives today and tomorrow through practical, straightforward financial guidance. His extensive background, including top industry designations like CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC®), ensures you receive expert, comprehensive advice. As a NAPFA-Registered Financial Advisor, and member of both the XY Planning Network, and the Garrett Planning Network, Charlie is committed to fee-only, client-first planning. He also enjoys sharing financial wisdom through seminars and community programs, reflecting his passion for making financial well-being accessible.

Ready for Clear, Unbiased Financial Guidance?

Whether you have a specific financial question or need help charting your long-term goals, we're ready to help. Schedule a complimentary discovery call to see if Side-by-Side Financial Planning is the right fit for you.