About Solari financial planning, llc
Solari Financial Planning, LLC: Your Trusted Partner in Achieving Financial Goals
Solari Financial Planning, LLC is a fee-only financial planning firm that provides virtual and in-person services to physicians and engineers. The company is led by a Certified Financial Planner (CFP®) who has years of experience in the industry. Solari Financial Planning, LLC aims to help clients achieve their financial goals through personalized and comprehensive financial planning.
The company understands that each client has unique needs and goals when it comes to their finances. That's why they offer customized solutions that are tailored to meet the specific needs of each client. Whether you're looking for retirement planning, investment management, tax planning or estate planning services, Solari Financial Planning, LLC can help.
One of the things that set Solari Financial Planning apart from other firms is its commitment to providing fee-only services. This means that they don't receive any commissions or kickbacks from third-party providers for recommending certain products or services. Instead, they work solely for their clients' best interests.
Another advantage of working with Solari Financial Planning is its use of technology to make financial planning more accessible and convenient for clients. They offer virtual meetings via video conferencing platforms like Zoom or Skype so clients can connect with their advisor from anywhere at any time.
Solari Financial Planning also offers educational resources such as webinars and blog posts on various topics related to personal finance. These resources are designed to empower clients with knowledge so they can make informed decisions about their finances.
In addition to its core services, Solari Financial Planning also offers specialized services for physicians and engineers who have unique financial situations due to their high-income professions. For example, they provide guidance on student loan repayment strategies for doctors who have accumulated significant debt during medical school.
Overall, Solari Financial Planning is an excellent choice if you're looking for a trusted partner in achieving your financial goals. With its personalized approach, commitment to fee-only services, and use of technology, Solari Financial Planning is well-positioned to help clients navigate the complex world of personal finance.