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About Together Planning

At Together Planning, we strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more.

  • How soon can I retire?
  • Am I saving enough?
  • When should I take Social Security?
  • What is the best way to pay for my kid’s college?
  • Is my money invested appropriately to meet my goals?
  • Do I have enough insurance or am I spending too much on insurance?
  • Should I pay off my student loan or mortgage ahead of schedule?

These are just some of the myriad of questions you will likely face throughout your life and there are many more. Let us be your guide. With Together Planning you will get…

  • A team of advisers who know you personally—your priorities, your family, your goals, your fears
  • Flexible meetings
  • Access to your adviser via phone, email, and text at any time
  • Transparent solutions, transparent fees
  • A secure client portal with access to all of your accounts, documents and meeting notes
  • An always-current financial plan
  • Reminders to complete financial tasks
  • Advice on all financial topics
  • Annual reviews to check progress

Products & Services

Financial planning and investment management for individuals and families.

Primary Company Location
10929 Crabapple Road Suite 203-D
Together Planning

Member Employees

  • Lia Bertelson

Company Contact

Lia Bertelson
Together Planning