Present Day Financial Planning, LLC

Present Day Financial Planning provides continuous investment management and personalized financial planning services for individuals and businesses. Present Day Financial Planning helps clients build diversified portfolios using stocks, bonds, mutual funds, and exchange-traded funds, often utilizing model portfolios from platforms like Betterment, Altruist, and Charles Schwab. In addition to portfolio management, Present Day Financial Planning offers ongoing and project-based financial planning covering retirement, taxes, estate planning, cash flow, college savings, and employee benefits. The firm operates on a flat fee structure, meaning compensation comes solely from clients rather than commissions or product sales.