A complete list of active advisors currently associated with Family First Financial Planning

Warmer can help you find a great advisor at Family First Financial Planning or one who fits your needs even better.

Family First Financial Planning provides fixed-fee and hourly financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses, beginning with a complimentary 30‑minute introductory meeting. The firm also offers implementation assistance on a non‑discretionary basis and conducts educational workshops and webinars on topics such as retirement and wealth management, typically delivered pro bono or through a sponsoring organization. The firm’s approach emphasizes long‑term, buy‑and‑hold strategies, asset allocation, and the use of low‑cost index mutual funds and ETFs, while considering active strategies where appropriate and offering portfolio rebalancing or short‑term advice on request. Family First explicitly does not provide ongoing discretionary portfolio management or take custody of client assets, so clients remain responsible for execution and monitoring of investments. Notable distinctions include operating from multiple offices despite a small advisory team and structuring fees around fixed and hourly engagements rather than percentage‑of‑AUM billing, which is uncommon among similar supported firms. The brochure also discloses membership in professional networks that support fee‑for‑service planners and that an associate maintains outside bookkeeping and limited tax work and a part‑time accounting role, a time‑allocation consideration the firm discloses.

To learn more about the advisors currently working at Family First Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.