Cove Financial Planning, LLC
Do Well While Doing Good

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Ben Smith is a Whitefish Bay, WI fee-only financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional serving clients in the greater-Milwaukee, WI area as well as virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location.

 

Contact

Cove Financial Planning, LLC
Office Visits by Appointment
Whitefish Bay, WI 53217

952-807-4060
Ben@coveplanning.com

 

 

Telling your financial story is the first step towards financial clarity.

Feel free to drop us a note using the form below, or schedule a free initial consultation call through our online calendar. We have both weekend and evening availability to fit any schedule.

Our 30-minute initial consultation call is all about you. We’ll discuss your financial goals and concerns along with your current financial situation. We will, of course, answer any questions you have. Rest assured, you won’t be getting a sales pitch - just a conversation that will help us determine, together, if we’re a good fit for one another.

Completing this form is the same as sending us an email. Your information is secure, and we will not share it or add you to a mailing list.

 
 
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