About Us
Our Mission
The mission of Frederick Financial Planners, Inc. is to be regarded as a lifelong trusted partner to those families we serve by providing care, competence and a world class experience for the achievement of your goals and dreams. The mission of FFP is to be regarded as a lifelong trusted partner to those families we serve by providing care, competence and a world class experience for the achievement of your goals and dreams.
Our Why
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
We Work for You. You are Our #1 Priority.
Step 1: Meet for a Complimentary Consultation
We begin by listening to your financial goals, dreams, and concerns. At FFP, you are more than just a client—you are part of our family. We take the time to get to know you and build a partnership focused on helping you achieve what matters most.
Step 2: Review Your Current Financial Picture
Whether you are just starting to plan for your future or have been working toward your goals for years, we will evaluate your overall financial situation. Understanding the full picture allows us to develop recommendations tailored to your unique needs and objectives.
Step 3: Explore Strategies To Reach Your Goals
We will present a variety of options designed to support both your short-term and long-term financial goals. By explaining the advantages and considerations of each approach, we empower you to make informed decisions with confidence.
Step 4: Monitor Progress & Adjust as Needed
Financial planning is an ongoing process. We regularly review accounts and recommend meeting with clients at least twice per year, or more frequently based on individual needs. Whether in person, by phone, or virtually through Teams, we are always available to discuss your progress and make adjustments as life changes.
At FFP, our commitment is to provide personalized guidance, proactive service, and a long-term partnership focused on helping you pursue financial confidence and peace of mind.
Our Location
Contact us at:
Frederick Financial Planners, Inc.
7360 Guilford Drive
Suite 200A
Frederick, MD 21704
Phone: 301-695-0650
home@fredfinplan.com
Mon-Fri: 8:00 AM - 5:00 PM