Essential Planners

Essential Planners is a financial planning firm focused on holistic financial planning and investment management services, helping our clients achieve their life goals. The firm takes a proactive approach to financial planning following the belief that all areas of our client's finances should be optimized and working together harmoniously to best meet their needs and goals. Our advisors work closely with our clients to develop and implement financial pathways and will often work closely with outside professionals such as CPAs or attorneys to ensure recommendations are implemented. Essential Planners developed NexGen financial planning services specifically tailored for young professionals. Our unique process focuses on assisting individuals in their 20s and 30s with financial education and financial planning services to build a solid foundation for the rest of their lives. Unlike many advisory firms who may charge a percentage of assets under management (AUM) or receive product sales commissions, Essential Planners has adopted a flat fee model. Client's fees are determined by the complexity of the planning provided, not based on the client's investment account values. The firm believes in this model as it positions the team to deliver more unbiased advice for most areas of our client's finances.