Family First Financial Planning

Overview

Family First Financial Planning is a small, owner-operated limited liability company that positions itself as a fee-for-service financial planning shop rather than a discretionary asset manager. The firm offers financial planning and conducts educational seminars and workshops, billing clients on an hourly or fixed-fee basis. It does not identify as a capital allocator, is not a multi-state adviser, and does not characterize itself as an active ESG investor or pension consultant. Regulatory registration timing is not provided. The firm's classification in the source data is unclassified, which, together with its stated fee model and advisory activities, suggests the business emphasizes planning and education over custodial investment management or institutional advisory services.

Assets & Accounts

Investments & Alternatives