When working with Been There Financial Planning you can expect…
A financial plan to get you from where you are to where you want to be. Plans typically include a list of options, calculations, recommendations, targets and actionable strategies.
Trustworthy, confidential, ethical, and reliable service from someone that has been there.
Professional financial planning advice, with transparent fees and pricing, without any pressure or financial product sales. Been There Financial Planning is independent and accountable to clients, not shareholders.
Been There Financial Planning places the client’s interest first, and has a duty to act in the their interest ahead of any other.
Customized financial advice for your specific situation. Every client is unique.
I would highly recommend working with William. He suggested several financial options and identified the potential impact of decisions. William is trustworthy, smart, and reliable. He clearly is looking out for his client’s best interest.
— Sherri A.
Working with Been There Financial Planning was a terrific experience, and exceeded our expectations. Our Financial Planner addressed life changing issues and provided valuable recommendations. We left the meeting feeling safer, and with confidence knowing that we were going to be all right for several decades.
— Victoria and Nick P.
Book An Appointment
Solutions@BeenThereFinancial.com
Phone or Text (613) 791-6039
