- 3235 Fernbrook Lane , Plymouth, MN 55447
- (763) 202-5273
- charlie@sidebysidefinancial.com
- https://www.sidebysidefinancial.com/
About Charlie Bolognino, CFP®, ChFC®
Hi – I’m Charlie. It’s my mission to help people live a better life today and tomorrow through financial planning. I specialize in helping emerging and growing households figure out their money so that they are freed up to enjoy life more and worry about money less. Learn more about how I partner with clients at www.sidebysidefinancial.com.
Your Better Future Awaits!
Meeting locations:
+ Plymouth, Minnesota (primary office)
+ Rochester, Minnesota
+ Bentonville, Arkansas
+ Remote meeting options available
Ideal Clients
- Gen Y/Millennials
- Parents
- Retail Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
Fee Options
-
Monthly: $125-$300/month + initial plan development fee $950-$2,750
- Hourly Fee: $190/hr
SEC Records
States Registered
- Arkansas
- Minnesota
