A Modern Approach to Financial Planning
A sound financial plan must have a firm foundation that can weather the worst of financial storms, while also being flexible enough to adjust when the tides of life move in a different direction. We work with busy professionals and their families to provide quality financial planning that grows, develops, and changes as your life does.
Why Our Firm?
Not all financial planning firms are created equal.
Modern
We pair cutting edge technology with the latest in financial research in order to serve you best.
Objective
We provide independent, objective advice to the only person that should matter: you.
Fee Only
No commissions, kickbacks, or any other third party compensation. We are paid solely by our clients.
CFP® Pro
The CERTIFIED FINANCIAL PLANNER™ designation is the standard of excellence in our industry. Only 25% of planners can claim this distinction.
Flexible
We offer in person and virtual meeting options. Meet whenever and wherever you feel the most comfortable.
Fiduciary
What is a fiduciary oath? Simply put, it is a legally-binding promise to do what's in the best interest of the client at all times.
Meet Daniel
Hi, I'm Daniel Patterson! I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience, training, and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals!
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Schedule a Consultation
Learn more about our services and how we can help you. There is no cost or obligation for the initial consultation.
