Charlie Bolognino, CFP®, ChFC® Side-by-Side Financial Planning, LLC

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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!

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen Y/Millennials
  • Parents
  • Retail Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $125+/month + upfront fee $950+
  • Hourly Fee: $190/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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