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Get to Know Financial Planning Done Right

Meet Mark Sharp, CFP®, EA

After watching family and friends struggle with their finances. Most of them didn’t know how to start or where to look for financial advice. Many of them were also jaded by rumors of salesy financial professionals going after their money. 

Even with only a surface-level understanding of personal finance at the time, I wanted to help. I found myself frequently turning to the Internet for answers to common, everyday questions like: How and where should I invest my money? Will I ever be able to retire? Do I really need life insurance? How exactly do I save on my taxes?

The more I researched, the more excited I got. I easily connected the dots and genuinely enjoyed the process of gaining knowledge for other people’s benefit. I could use this information to help family, friends, and even strangers stop being so afraid of their finances. By combining my passion for helping people with my passion for financial planning, I could be the solution to stress, worries, and seemingly endless confusion about money.

After certifying as a financial planner and licensing as a tax law expert, I founded Financial Planning Done Right because everyone deserves an adviser who can help them make the best financial decisions and has their best interests in mind, no matter what.

When you work with us, you no longer have to be afraid, distrusting, or intimidated by the financial planning process. We make it our mission to provide everyday people with the confidence they need to take control of their finances once and for all and to live the best life possible with the money they have.