Flat Fee Financial Planning

Flat Fee Financial Planning is a financial planner in Charlotte, NC. The firm provides specialized financial solutions including tax planning and investment strategy, serving tax-efficient investors aged 50 and older, small business owners, dentists, and those managing sudden money from gifts or inheritances. The firm maintains a 5.00 rating from its clients.

The firm operates with a fiduciary commitment, meaning they are legally obligated to act in their clients' best interests without pushing products or hiding fees. Their approach involves a three-step process consisting of an initial consultation, a period of data gathering and expertise to curate a personalized plan, and an onboarding process to manage accounts and provide ongoing advice. Led by Stephen Boatman, a CFP® with experience managing an endowment fund at Appalachian State University and working at a wealth management firm in Greensboro, the firm utilizes modern technology and efficient processes to help clients organize their financial lives and track long-term goals such as net worth and savings.

Located on Berryhill Road, the office is a short drive from Bruns Avenue Elementary and near both Martin Luther King Park and Seversville Park. The area is also close to Stewart Creek and the public artwork known as Wishes of Historic West End.

Flat Fee Financial Planning is recognized for providing thorough and well-documented business information, ensuring clients have access to clear details regarding their financial journey. The firm is known for its transparent, client-focused guidance and its commitment to helping individuals navigate major financial decisions with confidence.

Flat Fee Financial Planning provides dedicated, transparent financial guidance to help residents of Charlotte, NC, achieve long-term financial freedom.

Services:

• Flat Fee Financial Planning
• Insurance/Annuity Review
• Investment Management
• Retirement Planning
• Tax Planning