Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER™

Firma Financial Planning, a fee-only financial advisor firm, specializes in retirement planning, estate planning, and tax planning. As fiduciaries, they prioritize their clients' needs above their own. Their unique "Asset Map" process guides clients from start to finish. Reviewers praise the firm's friendly, professional, and competent staff, who treat clients with respect and care. They note that the firm's employees are passionate about their work and demonstrate exceptional attentiveness to client accounts. Many reviewers have expressed satisfaction with their experiences, citing thorough explanations and a sense of being part of the "family" as a client.