Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to help you get there.

Introductory video:

No jargon-filled financial plans here.  You’ll receive clear recommendations and action steps designed to move you from where you are today to where you want to go.

We specialize in working with clients on an hourly project and as-needed basis.  It’s the advice you need now for your most important questions.

We are compensated only by our clients.

We receive ZERO compensation from other sources (e.g., sales commissions, referral fees).


So that you can be confident
that our only motivation is your success.


Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC.  Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.

Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology.  He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College.  Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a NAPFA-Registered Financial Advisor, and a member of the Financial Planning Association (FPA).

He’s given financial seminars at the University of Northwestern and St. Catherine University.  In addition, he has regularly facilitated the Financial Peace University program at local churches since 2008.

He and his wife, Rachel, are members of Maple Grove Covenant Church in Minnesota and they keep busy raising four daughters.