Dash Financial Planning

Your interests come first, period. We focus on informing, planning and collaborating with clients. The only way we are paid by you is through your subscription of $65 per month. That means no asset minimums, investment fees, commissions, sales charges or any other expenses. Through the use of efficient and effective technology, we make it easy to identify, implement and monitor your financial future and goals alongside you. The subscription provides you open access to a CERTIFIED FINANCIAL PLANNER™ professional through email, calls and quarterly virtual meetings.