Through education and targeted advice, Noto Financial Planning empowers clients to make better financial decisions. Working with a
fee-only financial advisor with strong credentials, experience, integrity, and the support of an international network of fee-only advisors, you'll sleep better knowing you're making the best informed decisions. We put all of our professional energy into understanding your situation, and finding the least complicated, most effective ways of moving you closer to your goals.
By focusing on cash flow, investments, taxes, pensions and retirement plans, insurance issues, savings opportunities, and other general financial matters, we can design a customized financial plan for you. This financial roadmap provides clients with clarity, direction, and peace of mind. On its most fundamental level, financial planning acts to eliminate your financial fears - such as what would happen if you became unemployed, disabled, or passed away? Planning can't prevent those things from happening, but it can help prevent them from turning into a financial disaster.
We provide financial advice grounded on a firm foundation of time tested principles and research. We are also typically able to deliver significant savings in the areas of tax, investments and insurance.
Fees
We charge on a project basis, with fees based on the complexity of your situation. At our complimentary, no-obligation 'Get Acquainted' meeting, we go over your situation and the services you are interested in, explain more about how we work, and provide you with a firm fee quote. No advice is provided during this meeting.
Contact us if you would like to set up a free introductory meeting.
