It's our mission to help you live a better life today and tomorrow through financial planning. Charlie Bolognino is a Plymouth, MN fee-only financial planner. Side-By-Side Financial Planning, LLC provides objective financial planning advice to help clients through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Charlie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Services
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 help you get there.
The only constant in life is change. How do you make the most of those changes, opportunities, and decision points that come your way?. Through life's milestones, a financial planner can help you make smart decisions along the way. Allow Charlie to partner with you so that you can make the most out of opportunities and life changes as they happen.
No matter your life stage, you're making decisions that affect your future. A one-time or occasional consultation with a trusted advisor can accelerate progress towards your life goals. Our project-based offering reinforces your financial foundation as needed and focuses on helping you achieve the goals you have for you and your family.
Prior to becoming a financial planner, Charlie spent over a decade in CPG. In the midst of his own career progression, relocations, getting married and having kids, Charlie, like many of you, needed to navigate how to achieve his family's goals using a combination of workplace benefits and options outside of work to fill in the gaps.
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