Cr

Crafted Financial Planning

Financial-Services

Company Tagline

Optimizing the lives of High-Earning Millennials through tax-focused financial planning & investments.

Industry Category
Financial-Services
Company Description

Crafted Financial Planning is dedicated to optimizing the financial well-being of high-earning millennials through expert tax-focused financial planning and strategic investments. Crafted Financial Planning goes beyond conventional approaches, creating customized strategies that align with each client's unique values and aspirations. By deeply understanding individual stories and financial ambitions, Crafted Financial Planning crafts bespoke solutions designed to enrich lives and help clients achieve their dreams.

Specializing in serving kind-hearted, high-earning millennials, Crafted Financial Planning blends expertise in tax planning, investment management, and comprehensive financial planning. This holistic approach ensures that clients not only grow their wealth but also experience a fulfilling and financially secure future. Crafted Financial Planning is committed to providing the highest level of service, ensuring that every client receives personalized attention and tailored advice.

Crafted Financial Planning aims to guide clients toward a path that is not just about accumulating wealth but also about enriching their lives through thoughtful and strategic financial decisions. We invite the manager of Crafted Financial Planning to create a customized and exclusive company showcase and product listing on our platform, enhancing their visibility and reach.

Key Personnel / Employees
Jordan Banning CFP®

Compare Companies Side by Side

Compare Crafted Financial Planning with 3 companies in Financial-Services

4 Companies
Comparison Field
Cr
Crafted Financial Plannin...
Main Company
TCI Wealth Advisors
TCI Wealth Advisors
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Polley Wealth Management
Polley Wealth Manage...
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Twin Peaks Wealth Advisors
Twin Peaks Wealth Ad...
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Founded Year
1990 2015
Company Size
51-200 2-10 11-50
City
Tucson, AZ Orlando, Florida San Francisco, California
Country
United States United States United States
Skills & Keywords Comparing with main company
16 Total Skills
Financial Planning Tax Planning Investment Management Millennials Retirement Planning Estate Planning Cash Flow Management Tech Employees Self-Employed Etc. ISO Dentists ESPP Equity Compensation: RSU High Earners Not Rich Yet (HENRYs) Pharmacists
6 Total 6 Unique
Unique Skills:
Insurance Planning Investment Strategy Life Strategy Personal Wealth Management Real Estate Investment Planning Retirement Plans
10 Total 10 Unique
Unique Skills:
Asset Protection Family Office Services Income Planning Investing Legacy Planning Philanthropy Planning +4
14 Total 14 Unique
Unique Skills:
College Education Planning Disability Insurance Equity Compensation ETFs Fee-based planning Flat-fee Financial Planning +8
4
Total Companies
1990
Oldest Founded
1
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Crafted Financial Planning 精心财务规划 शिल्प कौशल वित्तीय योजना Planificación Financiera Artesanal التخطيط المالي المتقن Planification Financière Artisanale Искусное Финансовое Планирование Planejamento Financeiro Elaborado