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COLLABORATIVE FINANCIAL PLANNING


for a better life

Discover what a coordinated approach to your financial life can do 


Davis Financial Planning provides fee-only financial planning to individuals and families in Asheville, NC and nationwide.

You likely have several financial planning pieces in place already — you pay taxes, invest a portion of your savings, have some insurance, and had a will drawn up  — but chances are each of these pieces was developed independently and at different times in your life. Do they support your needs and goals now? Are they working together so you can live the life you want? It can be difficult to know the answers on your own.

As financial planning experts, we analyze each piece of your financial plan to ensure it is working to accomplish its own specific tasks and that it supports the other pieces as well. If you’re looking for support, expertise, and independent advice for your financial life, we’d love to have a conversation to get to know you.  Schedule a Call


Meet Our Team                           Explore Our Services

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COLLABORATION

Relationships and collaboration are the cornerstone of our approach and success. We work together with our clients, providing easy-to-understand financial recommendations and help to implement them every step of the way.

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OBJECTIVE & UNBIASED

We do not sell any financial products nor do we receive or accept commissions, referral fees, or third-party incentives. As fee-only financial advisors, our compensation comes solely from what our clients pay for our professional services. This ensures our complete focus is on what matters most: your financial well-being.

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ALL-INCLUSIVE & CLIENT-FOCUSED

Together we evaluate all aspects of your financial life – including your individual goals - and design a strategy where each piece works in harmony with the others, for your benefit.

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ACCESS

For one annual fee, you can meet with us or speak to us as often as is necessary to help you accomplish your financial goals.

Getting started with us is easy.  Request a call with one of our financial planners to learn about our services and share your needs and desires.

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