What we do:
At Montgomery Financial Planning, we specialize in helping individuals and families navigate complex financial decisions. Whether you’re five to ten years away from retirement or established in your career and facing tough decisions, we’re here to bring clarity and confidence to your journey.
We believe financial planning isn’t just about numbers—it’s about using your money to build the life you want for yourself and your family.
As fee-only fiduciaries, we act in your best interest. No commissions. No product sales. Just honest, expert guidance tailored to your goals. Our process is consistent, transparent, and designed to grow with you, offering ongoing support as your life and needs evolve.
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
Perfect for: Professionals, educators, entrepreneurs, or anyone wondering, “Can I afford to retire—and when?”
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
Perfect for: DIY investors, those seeking a second opinion
Considering self-employment, career change or starting a business
For any number of reasons you might be looking to make a change:
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Evaluate how this fits with your retirement plans
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What does it take and how does it impact the rest of your financial life?