MT Financial Planning

MT Financial Planning is a fee-only financial planning firm led by a CERTIFIED FINANCIAL PLANNER. The firm works with individuals and families on retirement, investments, taxes, estate planning, insurance, college savings and debt, and also takes on one-time project work such as divorce settlements, business sales and purchases, and home purchases. Clients can choose one-on-one planning, a project-based engagement or ongoing investment management.

There is no minimum investment account balance or minimum annual service fee, so clients pay only for the services they need. Planning starts with a free initial consultation to see whether the fit is right, followed by a discovery meeting and quarterly check-ins. The firm's office location is not stated in the material available.