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Unburdened Financial Planning

Updated today

Client AUM

$9,333,139

Clients

16

Advisors

1

of 1 employees

About

Unburdened Financial Planning is a fee-only advisory firm that provides ongoing and project-based financial planning, investment management, and retirement plan consulting to individuals, charitable organizations, employer-sponsored plans, and businesses. Services are offered through three tiers that combine written financial plans, portfolio management (where applicable), and specialized offerings such as tax coordination and estate‑planning education.

The firm builds personalized investment policies and asset‑allocation targets through client conversations about goals, risk tolerance, and tax considerations, and implements strategies using a mix of mutual funds, ETFs, individual securities, and both passive and active approaches. It may manage accounts directly or by recommending outside managers, performs periodic account reviews, and can accept discretionary or non‑discretionary trading authority depending on the engagement.

Noteworthy aspects include dedicated retirement plan consulting for plan sponsors—covering investment policy design, fee analysis, and participant education—and a policy of offering standalone investment management specifically for non‑profit clients, both services that are less common among independent peers. The Legacy Plan’s inclusion of estate‑planning support via a third‑party self‑service will/trust platform and the firm’s provision of educational seminars and workshops further distinguish its service mix from many similar firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Initial fixed fee up to $1,800 (Essentials Plan), up to $2,700 (Strategic Plan), up to $3,600 (Legacy Plan); Project-based fixed fee range $1,000 to $5,000

Project-based

$300 per hour for Project-Based Financial Planning

Subscriptions

Monthly fees: $99 (Essentials Plan), $199 (Strategic Plan), $299 (Legacy Plan), and up to $299 monthly for standalone Investment Management for non-profit clients

Other

Fee-only: Fixed initial fees up to $1,800 to $3,600 plus monthly fees of $99 to $299 depending on the plan; Project-based planning fixed fees $1,000 to $5,000 or hourly rate $300

Main office

Wasilla AK

Advisors at this office

1

Most active in

Alaska

Also doing business as

Unburdened Financial Planning · Unburdened Financial Planning, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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