Destination

Where do you want to go in the next 10 years? What’s your vision beyond that? Are you looking for an adventure, like an invigorating climb to the top of Mt. Katahdin? Perhaps you prefer to seek out a quiet place near Moxie Falls to admire the colors of the autumn leaves.

It’s your life, your journey, so you decide where you want to go. We help you define and prioritize your life goals, then line up your finances to achieve your vision.

Map and Compass

You choose your direction, and we work with you to map a course to your destination. Our financial planning programs are designed to help you find your path forward, starting from where you are now. 

The financial plan we create together helps you navigate your journey. We’ll teach you how to use it like a compass to get back on track after the inevitable detours — whether to follow some moose tracks or get around a fallen tree blocking your path. That flexibility is important, because the joy is in the journey! The best memories happen on the way to your destination.

Just Enough Provisions

Before you hit the trail, we help you fill your backpack with only what you need without weighing you down with excess. It’s important to have enough provisions — income, savings and investments — to make it through your financial life journey. It’s also smart to have some safety equipment, such as insurance and estate documents, in case something goes wrong.

If you’re dragging along a bunch of unnecessary stuff, you may be too burdened to enjoy the journey or even reach your destination. As a fee-only fiduciary, our firm does not sell insurance, annuities or investment products of any type — nor do we accept kickbacks for referring you to other professionals. Our only special interest is you! We’ll help you get what you need for your journey but won’t weigh you down with extra baggage — or hidden fees.

Trusted Guide

When you depart on your journey, you don’t have to go it alone. Bring us with you! You’ll have us by your side to help you implement, monitor and update your financial plan as your life evolves.

We take care of the day-to-day practical stuff, such as investment management, so you can simply enjoy your journey. With regular check-ins, our CFP® professionals can coach you back to your path if you lose sight of your destination or get lost in the woods of daily life. You’ll have the security of knowing our expertise and experience are with you to help you deal with the unexpected — like another big storm in the financial markets.

Truly Trustworthy

When you come to us at Gather Financial® Planning, there’s no need to wonder if the recommendations you receive are in your best interest. Only advisors who earn and maintain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation are on our team of coaches.

Coaching is Key

Our coaching approach emphasizes collaboration between you and us. You are the expert on your goals, values, and preferences. Our team adds financial expertise, systems, and coaching to help you align your money with your life goals.

Gatherful® Investing

Our investment strategies are crafted to match your financial plan. We don’t bucket you into canned portfolios like “moderate conservative” or “aggressive growth” based on a five-question survey. Instead, we customize your portfolio to your income and growth needs.

The Gather Financial® Story

Gather Financial® Planning is a group of like-minded financial professionals, focused on truly helping our clients. We continue to grow, now serving several hundred clients each year spread across a handful of states. But we remain true to our values and small-town roots.