Eaton Miller, CFP® PlanWell Financial Guidance, LLC

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About Eaton Miller, CFP®

Hello, I am the founding member of PlanWell Financial Guidance and a CERTIFIED FINANCIAL PLANNER™ practitioner providing Fee-Only personal financial planning and investment advice.

I enjoy helping motivated people plan their retirement and preparing people for that stage and transition along with bringing comfort and clarity around the multitude of financial decisions before and during retirement. I’ve also found fulfillment in helping the widowed or single retirees live with confidence around their finances by being the impartial professional that sits on their side of the table as they make unfamiliar or independent decisions. Helping newlyweds launch their financial lives together is a role that also brings joy.

Personal finance has been my focus my entire career with it being my emphasis in the Finance program at Minnesota State University since graduating in 2003.

My mission: Live a purposeful life through professionally providing valuable and unbiased personal financial planning and investment advice to retirees, individuals in transition, and the newlywed so that wise and efficient decisions regarding their wealth or resources are made, goals are attained, and financial concerns are mitigated for years to come.

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Ideal Clients

  • Baby Boomers
  • Couples
  • New Wealth
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Fee based on service selected. Visit website for an easy understanding of needs and fee for desired service.

SEC Records

States Registered

  • Minnesota

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