Who we help
At Montgomery Financial Planning, we help individuals and families make confident decisions about retirement and other important financial goals. Whether you’re getting serious about retirement or facing a major financial decision, we’ll help you understand your options and decide what to do next.
We believe financial planning should help you use your money to support the life you want for yourself and your family. Our goal is for you to leave with a clear, practical plan you can follow.
We work exclusively on an hourly basis, with a firm price communicated and explained before work begins. As fee-only fiduciaries, we don’t earn commissions or sell financial products. You can put your plan into action on your own and return for an hourly check-in whenever you choose.
Scenarios which may be a great fit:
You are nearing retirement
You're in the home stretch. Now it's time to get serious about income, investments, taxes, and your legacy.
• Understand all parts of a successful retirement plan
• Create a strategy for cash flow and income
• Consider when to take Social Security
• Adjust investments for the transition
Looking for help with one or two areas of your financial world
We offer hourly financial planning with a minimum of only one hour. The upside is you get your top questions addressed without a major commitment:
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Decision to move forward with a major purchase
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Review of your investments
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Check-in if you are on-track for retirement
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Second opinion
More details on hourly fee planning are provided here. Specific pricing is available here.
Managing your investments yourself and looking for a review or want a second opinion?
You handle your own investments, but want an experienced professional to assess your approach, validate what’s working, and help you consider your options.
We can review your portfolio, discuss how it aligns with your goals and comfort with risk, and explain potential changes and tradeoffs. You stay in control of your accounts and decisions; I provide advice, not investment management.