Question 1

What services does Solari Financial provide?

Accepted Answer

Solari Financial (CFP®) provides virtual and in-person fee-only financial planning services for physicians and engineers. They offer retirement and investment services to help clients create a unique plan for their financial future.

Question 2

What is the company's fee structure?

Accepted Answer

Solari Financial is a fee-only financial planning firm, which means they do not earn commissions on any products they recommend. Instead, they charge a flat fee for their services, allowing them to act as fiduciaries and provide unbiased advice.

Question 3

Does Solari Financial have offices, or do they only offer virtual services?

Accepted Answer

Solari Financial has offices in Bedford, NH, and Boston, MA, but they also offer virtual financial planning services to clients nationwide. This allows clients to work with Solari Financial regardless of their location, ensuring they can have financial peace of mind no matter where they are.

Question 4

Who is the founder of Solari Financial?

Accepted Answer

The founder of Solari Financial is Michael Solari, a fee-only CFP® (Certified Financial Planner). As a fiduciary, Solari Financial is an independent practice that puts the best interests of its clients first.

Question 5

What types of content does Solari Financial provide on their blog?

Accepted Answer

Solari Financial's blog covers a variety of financial topics, including tax planning strategies, market updates, and real estate investment advice. The blog aims to provide helpful information to clients and prospective clients on how to achieve their financial goals.

Solari Financial Planning, LLC

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About Solari Financial Planning, LLC

Frequently Asked Questions about Solari Financial Planning, LLC

What services does Solari Financial provide?

What is the company's fee structure?

Does Solari Financial have offices, or do they only offer virtual services?

Who is the founder of Solari Financial?

What types of content does Solari Financial provide on their blog?

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