Before you find out what a financial planner
find out what they
Bob Goldman Financial Planning provides hourly, as-needed financial planning and investment advice. I do not receive commissions from selling investment products, annuities or insurance policies, nor do I charge fees for ongoing investment management. This enables me to be 100% objective.
Everyone has different goals at different times of life. A financial plan will show you how to get on track — and stay on track — to reach your goals. A financial plan will also help determine how you should be invested. After all, your investments should reflect your goals — not anyone’s magical market predictions for the future.
The world is changing. What used to be done in person can now be done online. Established in Sausalito, California in 2003, Bob Goldman Financial Planning moved to Bellingham, Washington in 2016. The location has changed, but my way of doing business has not. If you want 100% objective planning and investment advice, without fees or sales or commissions, we can successfully work together through online meetings, email and phone.