Our Services

Fee-Only Financial Planning

As a Fee-Only Financial Planner, Differential Planning does not receive commissions or outside compensation for products we recommend, minimizing conflicts of interest.

We are also a fiduciary, legally required to work in our client’s best interest.

Our Process

We start with a complimentary meeting to help you determine if we are a good fit for your needs. 

  • Once you agree to work with Differential Planning we hold an “Establishing Care” meeting to handle logistics and lay out goals.  

  • From there, we will meet another five times during your first year covering topics ranging from student loans to investments to employer benefits.  

  • Once you are an established client, we will have two regular semi-annual meetings per year to check on your progress towards long term goals, as well as further meetings at your request to cover new circumstances.  

  • Meetings are held remotely by video-conference.

  • You can schedule a meeting at any time through Calendly.

Services Provided

We offer advice on a range of different topics that will be customized to your needs and circumstances, including:

  • Financial Wellness and Goals

  • Debt Planning

  • Employment Benefits Review

  • Investment Management

  • Retirement Planning

  • Tax Planning

  • Insurance Planning

  • College Savings