Financial Advice With A Difference !

Milne Financial Planning recognizes our fiduciary responsibility to our clients – clients are our first priority!

We understand our clients are real people and take the time to get to know them, their strengths and their weaknesses. We highly recommend that clients be involved during the planning and in its implementation. Our goal is to educate our clients.

Milne Financial Planning is Fee-Only.

We do not receive compensation or any other remuneration contingent on the purchase or sale of financial products. This fact assures that our recommendations are free from product bias. Our compensation comes solely from you, the client.

Milne Financial Planning is independent.

Besides not having any financial ties to specific recommendations or products, we also do not accept or pay referral fees. This independence allows us to recommend the right service, product or professional to best fit the client’s needs.

Milne Financial Planning provides written recommendations specific to each client.

All recommendations are specific to your unique circumstances.

Milne Financial Planning looks at the big picture.

We provide specific recommendations and implementation steps necessary to carry out your plan. These recommendations come only after we understand how all the pieces of your financial puzzle fit together. A financial plan that does not integrate all financial aspects; retirement, estate, taxes, investment and insurance, can potentially do more harm than good. We also include the most important piece: the client.

Milne Financial Planning saves you money.

Your total cost of planning and investing is less than with other alternatives. How? Commission based financial planners are paid when they sell a product. You, the consumer, ultimately pay these commissions. Our integrated approach avoids costly mistakes resulting from single-issue decisions. We will gladly detail the costs of our recommendations.

Milne Financial Planning is an extension of Jamie Milne.

Jamie’s extensive business background provides a unique flavor. His insights provide clients with recommendations specifically designed for them. These insights are the result of his multi-faceted career. Jamie has a BS and an MBA from Babson College. During his eleven year banking career, Jamie’s positions included Treasurer, Director, Small Business Lender and Senior Management. Jamie was certified as a financial planner (the CFP designation) in 1989, and began a career in financial planning in 1992.