Gather Financial(R) Planning is a fee-only advisory firm based in Maine, serving clients nationwide. Our team specializes in making truly trustworthy advice available to everyday people. You can get as much assistance as you want - from a one-time planning project to ongoing support for all aspects of your financial life.
We are financial help professionals who serve as trusted partners to everyday people by providing coaching, planning, and support throughout the financial life journey. Schedule a complimentary phone meeting to get acquainted with our team. We'll discuss the financial implications of your current life transitions and how we can help.
We are financial help professionals who serve as trusted partners to everyday people by providing coaching, planning, and support throughout the financial life journey. Schedule a complimentary phone meeting to get acquainted with our team. We'll discuss the financial implications of your current life transitions and how we can help.
Services
The Gather Financial(R) Planning team is dedicated to providing friendly, professional service based on years of knowledge and expertise. We will help you choose one of our CERTIFIED FINANCIAL PLANNER professionals to serve as your lead coach. In addition, two or more of our team members typically assist on each planning engagement and with ongoing client support.
Our approach emphasizes both financial planning and ongoing support to help ensure your success. Our new clients begin with the Gatherful(R) Plan program. After completing the initial planning process, you can enroll in Gatherful(R) Coach program to help keep your financial life on track. You're not required to make an ongoing commitment to engage us for a financial planning project.
At Gather Financial(R) Planning, we endeavor to deliver financial advice "the way it should be, " too. Financial advice should be as reassuring, pleasant and enjoyable as a stroll through the Maine woods. The recommendations should be delivered by friendly people you can trust to have your best interests in mind.
We are financial help professionals who serve as trusted partners to everyday people by providing coaching, planning, and support throughout the financial life journey. When you come to us at Gather Financial(R) Planning, there's no need to wonder if the recommendations you receive are in your best interest.
Our approach is based on the concept that personal finance is 80% personal and 20% finance. Success is more about your personal financial behavior than the depth of your knowledge. Because behavioral finance and coaching are so important, we emphasize the 80% while making sure you get the 20% right too.
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