• Who We Are
  • You, Our Client
  • What We Do
    • Pay-as-You Go Advice
    • Financial Plans
    • Portfolio Design
    • Investing Philosophy
  • Our Background
  • GETTING STARTED
  • Contact
  • Who We Are
  • You, Our Client
  • What We Do
    • Pay-as-You Go Advice
    • Financial Plans
    • Portfolio Design
    • Investing Philosophy
  • Our Background
  • GETTING STARTED
  • Contact

What Type of Advice Do You Need?​

Our Services

Hourly Engagements

Do you have financial questions, but don't need an entire financial plan or a portfolio management strategy?  You can meet with us and pay only for the time you need.  Financial advice as you need it, with no strings attached or products pushed!
Learn More
Financial Plans

Garden Financial Planning can help you build a personalized financial plan and investment portfolio to link your cash flow and assets to your future goals.  The plan adapts to changes in your life to help you stay on track.  Planning can be comprehensive or modular.
Learn More
       Investment Portfolio Design

We can assist you in building or restructuring your investment portfolio, predicated on your risk preferences and risk capacity, as well as your time horizon for investment, particular financial goals, and your specific tax situation (among other considerations). 

Please note that at this time we don't manage money on an ongoing basis.  However, we can assist you with initial implementation of the portfolio design, periodic portfolio re-balancing, and with periodic future portfolio reviews, all on an as-needed, hourly-billed basis.  
​
LEARN MORE
Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.  TEL: (910) FEE-ONLY.  Garden Financial Planning may offer investment advisory services in the State of Illinois and in other jurisdictions where exempted.