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Approach

“The Way Life Should Be” is the state slogan here in Maine — and for good reason. We live in a naturally beautiful place with good people.

At Goldman Financial Planning, we endeavor to deliver financial advice “the way it should be,” too. Financial advice should be as reassuring, pleasant and enjoyable as a stroll through the Maine woods. The recommendations should be delivered by friendly people you can trust to have your best interests in mind.

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.

Mt. Katahdin
Map and Compass

Map and Compass

You choose your direction, and we work with you to map a course to your destination. We offer five Life Stage Planning programs. Each is 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.

Just Enough Provisions
Trusted Guide

Trusted Guide

When you depart on your journey, you don’t have to go it alone. Bring us with you! We offer three Ongoing Support options to help you implement, monitor and update your Life Stage Plan.

We can 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.

Get In Touch!

We look forward to meeting you by phone, through email or in person.

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