FAMILY FIRST FINANCIAL PLANNING

Overview

Family First Financial Planning is organized as a limited liability company and operates primarily as a fee-for-service financial planning and education practice. The firm’s listed activities center on one-time or project-based work—financial planning services and educational seminars/workshops—rather than ongoing discretionary portfolio management. Its stated fee model is hourly charges and fixed fees, which aligns with a planning-first business model rather than an asset-based advisory shop. The firm is not designated as a capital allocator and does not identify as a pension consultant or multi-state adviser. It is not classified as an active ESG investor. Given those characteristics, Family First Financial Planning functions mainly as an advice and education provider that recommends outside investment solutions rather than running pooled or proprietary investment products.

Assets & Accounts

Investments & Alternatives

Location & Offices