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COLLABORATIVE FINANCIAL PLANNING


for a better life

Our SERVICES

Davis Financial Planning is a fee-only financial planning firm based in beautiful downtown Asheville. We offer professional, independent, and objective tax and financial planning services without bias from outside compensation. The only compensation we receive is directly from our clients. We do not receive or accept commissions, referral fees, or third-party incentives.

      Meet the Davis Financial Planning team to get to know us and our passion for financial planning.

FINANCIAL FITNESS REVIEW

The Financial Fitness Review provides an excellent introduction to our comprehensive financial planning services.

Even better, you’ll receive unbiased expert advice regarding your financial picture, as well as feedback on your key financial questions or issues.

The review includes two meetings, an “intake” meeting where we assess your key questions and review relevant financial documents, and the “review” meeting where we present our findings. 



Ready to Explore What's Possible?

RETAINER SERVICES

Our comprehensive financial planning approach includes:

  •  Investment strategy, advice, and implementation
  •  Tax planning and income tax return preparation
  •  Goal assessment and integration
  •  Retirement planning
  •  Insurance coverage and needs review
  •  Risk Management
  •  Estate Planning
  •  Education Planning
  •  Budgeting and Record Keeping
  •  Lifestyle spending review 
  •  Flexible services to adapt to your ongoing needs
Annual fees vary according to factors such as financial complexity, income, and assets.