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Our
Story Preston Financial Planning was founded by Rebecca Preston to help and educate people with the many financial issues and decisions that we must confront in today's world. Our goal is to guide our clients to the peace of mind that comes from understanding what their goals are and how they can achieve these goals. We view financial planning as a process of laying a foundation and then building upon it piece by piece. It is our experience that people get overwhelmed and discouraged by the many pieces that go into creating financial health but, when they take the pieces one at a time, they usually find them to be quite simple and doable. In order to fulfill our mission we have a fee-only payment structure. Unlike most financial advisors, we are paid directly by our clients for the services we perform. We sell no insurance, no annuities, no mutual funds - thus we receive no commissions. We take no referral fees from other professionals. Our clients can trust us to give the best advice based on their financial considerations, not ours. In further fulfillment of our mission, we do not base our fees on Assets Under Management. It is our belief that individuals and couples with few assets need financial advice as much as wealthy people do so we structure our fees accordingly. We anticipate that, with our help, people with few assets can become people with many assets! Rebecca Preston is a wife, mother, educator, entrepreneur. She has owned and operated 4 small businesses (including PFP) over the years.
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Member
of Cambridge Advisors
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Member of the National Association of Personal Financial Advisors (NAPFA) | ||