Timmermann Financial Planning

Welcome to Timmermann Financial Planning, an independent financial planning firm specializing in the needs of everyday people. Our clients come from all income levels and stages of life: some are starting families or buying homes, while others may be preparing for retirement.

Importantly, we work with you on a fee-only basis, which means we charge by the hour, project or on a retainer basis. We receive no commissions or any type of compensation from any financial services firm, which means you receive completely professional, objective financial advice.

Personalized solutions that cut through the clutter

Just as we never sell financial products, don’t expect cookie-cutter financial solutions. Rather, we will sit down with you and listen to what your financial goals and objectives are before creating a customized plan to help you realize your goals. Equally important is education—we want you to be completely comfortable with the recommendations made and steps you need to take.

It’s easy to be overwhelmed with the choices you have in managing your finances—our goal is to help you cut through that clutter and put you on a path to success.

We can work with you at whatever level suits your needs, from basic consultations or second opinions, to comprehensive financial plans or  ongoing asset management. You have the flexibility to engage us once or on an ongoing basis. To schedule a complimentary 30-minute "Get Acquainted" meeting, click here. 

Timmermann Financial Planning is a proud member of the Garrett Planning Network Inc., an international network of fee-only financial advisors and planners. We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning. Our financial advisors bring the shared wisdom of a broad based network with significant experience in financial planning and investment management.

For more information on the Garrett Planning Network, click here.