Steve's Message

 

At Coordinated Financial Planning, our mission is to build a lasting relationship with you and your family by providing premier financial advice. We are an established, independent, fee-only financial advisor, allowing us to serve our clients in an unbiased manner because our interests align with your interests. We have hired and coordinated with the top outside professionals to serve the people that matter most to us: our clients and their families.

Here at Coordinated Financial Planning, we look forward to serving only your best interests and ensuring you understand our approach in financial planning and asset management. I invest in the same investment allocation as I recommend for my clients. We believe this, along with our expertise and experience, sets us apart.

We look forward to working with you!

Stephen H. Perrin Jr.