The Practical Planner, LLC
The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning.
Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when questions arise.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.