Family First Financial Planning is an independent registered investment advisor founded in 1998 and owned by Certified Financial Planner Leslie E. Trowbridge. Operating out of Stuart, Florida, Family First Financial Planning specializes in personalized financial planning covering cash flow analysis, retirement capital needs, education funding, risk management, tax strategies, and estate planning. The firm does not manage portfolios on an ongoing basis or exercise trading authority without direct client approval, functioning instead as an advice-only and project-based planning practice. Clients can engage Family First Financial Planning on a limited or as-needed basis. The firm uses a long-term, buy-and-hold strategy emphasizing passive index mutual funds and exchange-traded funds, and assists clients in selecting appropriate custodians such as Vanguard, Fidelity, or Charles Schwab.
Fee Structure
- Financial planning and consulting — Billed at a rate of $350 per hour or via a fixed project fee determined by multiplying estimated hours by the $350 hourly rate. Fixed fees may require a deposit of up to $500 or half the low-end estimate.