Pearson Financial Planning offers financial planning and investment management services on an hourly basis as well as on a project basis. We begin by focusing on the clients' goals, time frames, amounts, and importance. This allows the client to focus on the financial planning process and how their money can be used to fulfill their needs, wants, and wishes.
A Client Portal allows the advisor and client to work collaboratively by reviewing and modifying plans simultaneously. Clients also have the option to review/edit their Plan at their convenience using their Client Portal access.
Pearson Financial Planning provides investment management services through CGN Advisors, LLC.