Experience Interactive Planning

Financial planning is an ongoing process aimed at helping you make sensible decisions about money to help you pursue your goals in life. At Platania Financial, everything we do is based on your financial plan:

• We partner with you to create an interactive financial plan that addresses your specific needs, now and in the future.
  
• We fund your financial plan using low-cost, high-conviction mutual funds and ETFs based on your risk tolerance and time-horizon.
• We incorporate behavioral coaching to help ensure you stick to your financial plan.

Financial planning offered through LPL Financial, a registered investment advisor.