HistoryInvestment advisory firm Retirement planning 401(k) and other retirement plan implementationSpecialtiesWelcome to Coastal Financial Planning, Inc. A fee-only investment advisory firm. Coastal Financial Planning?s principal, Angela Thomson, was recognized by the Providence Journal as a Woman to Watch in their 2005 focus piece. Additionally, the firm was profiled in a Wall Street Journal article focusing on fee-only financial planners. We serve a broad client base whose investable assets begin at $100,000. Our fee-only financial planning approach is an objective, ethical process used in evaluating and managing clients? assets. This eliminates commissioned bias and provides a clear analysis for the maximization of assets. All advice and asset management is provided by a Certified Financial Planner licensee. The CFP designation is awarded to individuals who have completed rigorous course work and have passed a comprehensive exam administered by the CFP board of standards. Be Informed, Advisory terms are confusing Many advisory firms market themselves as fee-based...

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