Catharine Fairley Planning Group provides financial planning and investment advice on an hourly basis. Catharine Fairley, the firm's financial planner, educates and informs clients so they can improve their financial health. The firm makes investment recommendations using no-load mutual funds and assists clients with retirement plan choices. Catharine Fairley also owns a tax preparation and planning firm, Catharine Fairley CPA, LLC, which many financial planning clients choose for their tax needs, but it is not required.
Fee Structure
Catharine Fairley Planning Group does not manage investments for a fee. If you request investment advice, they will recommend no-load mutual funds available through discount brokerages or your existing accounts. They also assist with retirement plan choices through your company-sponsored retirement plan.