Cove Financial Planning, LLC

Cove Financial Planning, LLC is a fiduciary, fee-only financial planning and investment management firm that specializes in comprehensive financial planning for individuals and families. They focus on Socially Responsible Investing (SRI), ensuring that their clients' investments align with their personal values. Cove has offices in Milwaukee, WI, Wayzata, MN, and Evanston, IL, but they also serve clients virtually across the country.

They pride themselves on offering unbiased, personalized financial advice and education. They are a Certified B Corporation, signifying their commitment to ethical business practices and making a positive impact on their community. Cove Financial Planning's services include financial planning, investment management, tax planning, retirement planning, and insurance optimization.

Cove Financial Planning, LLC offers a flexible work environment that allows employees to work virtually from anywhere in the country. The company has offices in Milwaukee, WI, Wayzata, MN and Evanston, IL, but employees are not required to be based in any of these locations. This flexibility allows employees to balance their work and personal lives and to choose the work environment that best suits their needs.

Cove Financial Planning offers comprehensive employee benefits that include health insurance, life and disability plans, stock purchase plans, equity/deferred compensation, and cafeteria plan options such as legal, commuting, fitness center, and other fringe benefits. They also provide a review of these benefits during open enrollment to ensure employees are maximizing their coverage and cost-effectiveness.

Cove Financial Planning, LLC is a fiduciary, fee-only financial planning and investment management firm dedicated to helping individuals and families align their financial plans and investments with their future goals and core values. They provide comprehensive financial planning and investment management services, with a focus on Socially Responsible Investing (SRI), and are committed to making the world a better place through sustainable business practices and charitable giving.

Cove Financial Planning cultivates a culture of transparency and accountability, built on the core values of social responsibility and client-centricity. They prioritize building lasting relationships with clients, acting as trusted advisors and educators to help them achieve their financial goals while making a positive impact on the world. They maintain a boutique atmosphere with personalized service and a commitment to continual learning and improvement, both for their team and their clients.

Cove Financial Planning embraces a commitment to diversity, equity, and inclusion, believing that a diverse workforce contributes to a better environment for clients and employees. They actively promote a culture of respect and belonging, extending their values beyond their company structure to their client interactions and investment strategies, aligning with their mission to "Do Well While Doing Good." This commitment is evident in their client base, which includes a range of individuals and families regardless of age, occupation, net worth, or investment experience, and their focus on Socially Responsible Investing (SRI).