Evolve your financial
independence.
A fee-only CFP® helps you take control of planning and investing, so you can balance kids, aging parents and financial independence.
What we believe
At PlanDynamic, we believe financial independence should be the central focus for our clients.
It develops in stages, guided by personal values, and opens up new choices along the journey. This principle is core to our wealth management philosophy and we believe it should continuously evolve.
What we do
At PlanDynamic, your Certified Financial Planner™ is a fee-only fiduciary, providing planning and investment management to help you build, evolve and sustain financial independence.
Build
We build a financial plan incorporating all aspects of your life and vision of independence. Monitor cash flows, align investments for growth and deliver a needs analysis prioritizing goals with steps needed to accomplish together.
Evolve
We leverage adaptable technology to make your plan dynamic. Our M.O. is access, education and clarity. Save time by collaborating online, have us lead scenarios and educate on impact. You can update actions plus see goals, financials and investments evolve as one in real-time.
Sustain
Your ongoing, interactive CFP® relationship provides ease to be proactive to change. As opportunities and challenges suddenly arise, we access real-time data of your plan to help put things into context and share next steps. You are confident in making timely decisions to sustain your vision and independence.
How we do it
We create a goal-based plan tailored to your values and take measured steps to secure your vision.
Our dynamic, low-cost portfolios are designed for goals-based investing to build and sustain over time.
As a fee-only fiduciary we always act in your best interests, which includes transparency and choice.
