Gather Financial® Planning is a fee-only advisory firm based in Maine, serving clients nationwide. Our team specializes in making truly trustworthy advice available to everyday people.
We are financial help professionals who serve as trusted partners to everyday people by providing coaching, planning, and support throughout the financial life journey.
Your first meeting is on us!
Schedule a complimentary phone meeting to get acquainted with our team. We'll discuss the financial implications of your current life transitions and how we can help.
Services
How do your finances line up with the latest chapter in your life? As your financial life unfolds, you’re always faced with new challenges. That’s why our program is designed to move with you through every stage of life.
Our focus is on people, not just the numbers.
At Gather Financial® Planning, we're here to act in your best interest, create a custom plan for you and provide the coaching you need to make that plan a reality. We work together with you so the numbers fall into place. Our unique approach combines sound financial principles with an understanding of human nature. We founded the firm to give everyday people access to trustworthy financial advice. We believe financial success is for everyone.
Gather Financial® Planning provides truly trustworthy advice tailored to your needs and goals. As a fee only advisory, the firm does not sell stocks, annuities or insurance policies and does not receive commissions or kickbacks for recommending certain financial products. We work just for you because we are paid just by you! Because there are no minimum asset requirements, we can assist clients who need top-notch financial advice but cannot get it elsewhere.
