The Team — Planful Finance

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Planful Partner.

Planful Investor.

Planful Partner.

Planful Investor.

Planful Partner.

Planful Investor.

Scott Frey, CFP®

Scott Frey, CFP®

© 2024 Planful Finance LLC is an advisory firm registered in Oregon, California, Washington, and Texas, and serving clients across the United States. Everybody at Planful must embrace a fiduciary standard, which means that in all things we must advocate for our clients’ best interests. As a fee-only firm, we are compensated solely by our clients. We sell no products, receive no commissions, kick-backs, or referral fees, and this is because we believe these practices most completely align the interests of the firm with the client.

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