Coordinated Plan
About
Putting the Pieces of Your Financial Plan Together
Our name, Coordinated Plan, signifies what we stand for. We believe that a coordinated plan is essential for individuals, families, and businesses seeking a strong financial strategy. Our mantra, ‘Putting the Pieces of Your Financial Plan Together,’ guides our process in crafting tailored solutions. We acknowledge the distinct goals of each client and collaborate closely to create a personalized plan that fits.
What Makes Us Different? People. Process. Partnership.
Providing a seamless client experience for solving complex financial challenges lies at the core of what we do. “It is our responsibility as financial planners to bring industry leading concepts, products, and support to our clients. Our team and planning process provides clients with all the tools necessary to be successful.” Says partner David Goodfellow.
With a mindful eye on the future and industry evolution, Coordinated Plan continues to stay true to our roots as a firm that embraces a holistic, client-focused, team approach to financial planning. We remain focused on our mission: “Helping clients achieve their financial goals, dreams, and aspirations… taking them from where they are today, to where they want to go tomorrow.”
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