Overview of Our Services

At Sweetgrass Financial Planning, we believe that objective, independent financial advice is not just for those that are nearing retirement. Whether you’re needing a comprehensive financial plan or a do-it-yourselfer that wants a second opinion from a professional, we are here to help you achieve your financial goals.  

Comprehensive Financial Planning

We work with you to bring clarity to your current financial picture and develop actionable steps to make your goals a reality.

Quickstart Program

An abbreviated introduction to financial planning that is designed to help answer 2-3 of your most pressing financial questions.

Investment Management

Are you tired of the stress of managing your own investment portfolio and feel like you need the assistance of a professional? We can help.