Founder And Financial Planner
CurrentLong Planning is a fee-only and fully virtual financial planning firm. Here's how I'm different:-Values - I take the time to get to know who you are and what's important to you before making any recommendations or building out strategies. -Fee-Only - I sell no products and make no commissions or hidden fees. -Fiduciary - I'm obligated to act with your best interest in mind at all times. -No Account Minimums - I make providing financial advice accessible.-Fully Virtual - get advice from anywhere, with clients across the country.-Tax Focus - I utilize my tax experience and expertise to help you save taxes while maximizing your savings and goals.