Ortman Financial Planning

Comprehensive Financial Strategies

Prospective Clients Scheduling

Schedule your complimentary 30-minute meeting—virtual or in-person—to get to know each other, learn about your financial background, and explore whether we’re the right fit. We’ll talk through what working with us looks like and answer any questions you may have along the way.

IMPORTANT NOTICE

You are now leaving the Ortman Financial Planning website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Ortman Financial Planning or any advisor(s) whose name(s) appear(s) on this website. Ortman Financial Planning is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Ortman Financial Planning under which Schwab provides Ortman Financial Planning with services related to your account. Schwab does not review the Ortman Financial Planning website(s), and makes no representation regarding information contained in the Ortman Financial Planning website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.