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REAL FINANCIAL PLANNING, LLC
Real Financial Planning provides unbiased, comprehensive financial planning driven by clients' unique goals and needs. As fee-only planners, they do not take...
Overview
Real Financial Planning provides unbiased, comprehensive financial planning driven by clients' unique goals and needs. As fee-only planners, they do not take commissions or referral fees; compensation comes directly from the client, resulting in a client-centered relationship free from conflicts of interest. Services include retirement planning, investing and portfolios, and tax planning and preparation.
General information
Firm type
RIA
Location
Country
USA
City
Guilford
Principals
Sally Kennedy
CFP®, EA
Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor, and IRS Enrolled Agent
Sally Kennedy is a NAPFA member
Frequently asked questions
Does REAL FINANCIAL PLANNING, LLC have any publicly known AUM?
No. The firm does not disclose AUM in any public forum, including regulatory filings accessible through the SEC's IARD database. AUM band is marked as Undisclosed.
Where is REAL FINANCIAL PLANNING, LLC headquartered?
The firm's physical address is not publicly available. No office location has been published in any source consulted.
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