Integrity. Honesty. Competence. Unbiased Advice. Service. Dependability...True Partnership.  Welcome to Collie Financial Planning, Inc.!  Experience the Difference...

Collie Financial Planning, Inc. is a Fee-Only financial planning and investment management firm located in Asheville, North Carolina.  Our mission is to help clients achieve true Financial Freedom. 

Comprehensive financial planning encompasses all areas of a client's financial life, including insurance planning and risk management, cash flow and lifestyle management, retirement planning and income distribution, college planning, investment and asset management, tax planning, strategic giving, and wealth transfer and estate planning.  We cover each of these areas for our clients, as their own individual circumstances require.

As a Fee-Only firm, Collie Financial Planning, Inc. is compensated solely by its clients, and does not accept commissions or compensation of any kind based on the products we recommend.  By eliminating the inherent conflicts of interest(pdf format) that are so prevalent in the financial advisory world, particularly those associated with commissions and product sales incentives, our clients can always rest assured that we are working in their best interests, not for the interests of a brokerage firm, a bank, and/or their shareholders.  There are no products of the month or sales goals to hit.  We are 100% client focused, 100% of the time.  Further, we serve as a FIDUCIARY ADVISOR to our clients.

Risk measures, rates of return and the numbers that surround us are all important and critical factors of financial planning.  To us however, our client relationships are about more than that.  It's about people.  It's about relationships.  It's about your desires, your hopes, your dreams and the purpose for your life.  It's not about today, it's about tomorrow.  It's about the legacy you are building each day of your life.  We go beyond financial planning to help our clients answer the tough but critical questions.  What do I want out of life?  What do I do with these assets I've worked hard to accumulate?  Where will it all go when I'm gone and what kind of impact will it have on others?  At the end of the day, we help clients build futures.  We help them achieve true Financial Freedom and create eternal impact.

 

Click below to view a Flash presentation on choosing a financial advisor   Listen to Michael Collie's recent interview on Fiduciary Voice, a weekly podcast (click on the Podcast link below, scroll down to Show 26, then click Play)