Side-By-Side Financial Planning, LLC
Mission: To help you live a better life today and tomorrow through financial planning
Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to get you there.
Specialities: Generations X & Y, Consumer Packaged Goods and Retail professionals
We know how busy life can be. We make meeting up easy and convenient. Any of our interactions can be accomplished through technology (e.g., phone, video chat, computer screen sharing). Effective January 2021, all meetings with new clients going forward will be conducted remotely through these methods.
Side-by-Side Financial Planning, LLC is a Registered Investment Adviser located in Minnesota and may offer investment advisory services in the states of Minnesota, Michigan, and in other jurisdictions where exempted.
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.