I couldn’t figure out where I was wasting money and the team helped identify it and figure out a pragmatic budget. Trust me, you are losing money in the place you least suspect.
About Personal Money Planning
Personal Money Planning is a Fee-Only Investment Management and Financial Planning firm located in Wichita Falls, Texas. Founder and Certified Financial Planner®, Gary Silverman, began the firm 30 years ago. Now he, President Michelle Kuehner, and VP Brittany Schultz continue to happily serve clients. Personal Money Planning acts as a fiduciary to our clients, which means you receive recommendations that are more than just suitable, they are specifically tailored to your life goals. Being a Fee-Only firm goes hand-in-hand with being a fiduciary. Since we are paid by either a flat-fee or percentage of assets under management, you know we are not being enticed by any additional payment to ourselves from the companies we recommend.
