Goldman Financial Planning is a fee-only financial planning firm near Portland and Bangor, Maine. We specialize in meeting the needs of everyday people while upholding a fiduciary standard. You can get as much assistance as you want — from a one-time planning project to ongoing advice for all aspects of your financial life.
Your first meeting is on us!
Schedule a complimentary phone meeting to get acquainted with our team. You’ll learn more about our services. There’s no obligation. Start by completing our very brief get acquainted survey. We'll reach out quickly to confirm and provide more information.
A note from our founder, Michael Goldman: “At Goldman Financial Planning, we're here to act in your best interest, create a custom plan for you and provide the coaching you need to make that plan a reality. We work together with you so the numbers fall into place. Our unique approach combines sound financial principles with an understanding of human nature. I founded the firm to give everyday people access to trustworthy financial advice. I believe financial success is for everyone.”
Goldman Financial Planning provides unbiased advice tailored to your needs and goals. As a fee only advisory, the firm does not sell stocks, annuities or insurance policies and does not receive commissions or kickbacks for recommending certain financial products. We work just for you because we are paid just by you! Because there are no minimum asset requirements, we can assist clients who need top-notch financial advice but cannot get it elsewhere. More About Goldman Financial Planning