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Family First Financial Planning
Family First Financial Planning
Cornelia, GA
Plan Smart. Live Well.
Primary Advisor Locations
Peter Bobolia, CFP®, ChFC®
Leslie E. Trowbridge, CFP®
Family First Financial Planning
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
About Us
🌳 Why the tree?At Family First Financial Planning, we can think of no greater symbol to hang our hats on… than the formidable, life-bearing tree. We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective, expert advice as needed, including:
✅ no net worth or account minimums required
✅ no conflicts of interest regarding advisor compensation
✅ no commissions
✅ no sales pressure
✅ no third-party sales incentives
✅ no long-term contracts or asset management require
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Divorce
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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