Who We Are

PrintFriendly and PDF

Who We Are

Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners.  Our mission is to help make competent, objective advice accessible to all people. The organization has a staff of five full-time employees and a host of professional coaches and consultants, who facilitate discussions on our private intranet forums, lead numerous webinars each month and participate at our annual conferences. Through these channels, subject matter experts share best practice ideas in all areas of financial planning practice management, including: operations procedures, technology, marketing, counseling and communications, compliance, productivity, business planning, and financial planning technical matter.

 

We also provide our member advisors with tools, templates and software, as well as, eLearning courses and access to hundreds of continuing education events.  However, the lifeblood of the Garrett Planning Network is its member advisors.  They are an incredibly vibrant, supportive, connected group of professionals of diverse backgrounds who’ve come together for the greater good and well-being of their clients and themselves.  Imagine tapping into the collective wisdom of hundreds of experienced, educated, thoughtful, creative minds – that’s what’s available through the Garrett Planning Network.

 

For more information about how Garrett advisors work, review the Home page of our site, and then visit prospective advisors’ profile pages, as well as, the advisors’ personal websites.  You can link to all of this information directly from this website.  For more information about the features and benefits provided by the Garrett Planning Network to member advisors, click on the For Advisors link at the top of this website.  For historic press coverage, media requests or fast facts about the Network or our founder, click on Press & Media.

 

 

Share