Outside the Box Financial Planning, LLC

Outside The Box Financial Planning offers comprehensive financial planning and investment management services. Clients can work one-on-one with a planner on a broad range of topics, including retirement planning, cash flow and debt management, tax strategies, business planning, estate planning, employee benefits optimization, college savings, and risk management. For investment management, Outside The Box Financial Planning builds personalized portfolios using passive investment strategies primarily through exchange-traded funds and mutual funds. Clients with $750,000 or more in assets under management receive comprehensive financial planning included at no additional cost as part of their annual advisory fee. Clients with fewer assets can choose standalone investment management or comprehensive financial planning separately.