Coastal Financial Planning, Inc. is a fee-only financial planning firm based in Lincoln, RI, dedicated to preparing clients for their financial future. With a focus on individual retirement financial plans tailored to each client's asset accumulation, time horizon, and risk tolerance, the firm offers investment management, 401(k) planning, and comprehensive financial planning services.
Founded by President and CEO Angela Thomson, CFP¨, Coastal Financial Planning, Inc. serves a diverse client base with investable assets starting at $100,000. Recognized for their objective and ethical fee-only financial approach, the firm eliminates commissioned bias to provide clear asset maximization strategies for their clients.
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