No jargon-filled financial plans here.  You’ll receive clear recommendations and action steps designed to move you from where you are today to where you want to go.

We specialize in working with clients on an hourly project and as-needed basis.  It’s the advice you need now for your most important questions.

We are compensated only by our clients.

We receive ZERO compensation from other sources (e.g., sales commissions, referral fees).

Why?

So that you can be confident
that our only motivation is your success.

CHARLIE BOLOGNINO, ChFC®, CFP®

Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC.  Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.

Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology.  He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College.  Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a NAPFA-Registered Financial Advisor, and a member of both the XY Planning Network, and the Garrett Planning Network.

He’s given financial seminars at the University of Northwestern and St. Catherine University.  In addition, he has facilitated the Financial Peace University program at local churches.

He and his wife, Rachel, keep busy raising four daughters.