Plans that hold up on an ordinary Tuesday.
Everyday Planning works with families and business owners who want steady, sensible decisions about money — written down in plain English, revisited as life actually changes.
Five questions, in this order.
The fifth one sends us back to the first, which is why this is a relationship and not a document.
Understand
Where are you today?
Prioritize
What actually matters to you?
Plan
What decisions need to be made?
Anticipate
What could change the plan, particularly taxes and other future consequences?
Adjust
What needs to change as life changes?
A small firm, on purpose.
Everyday Planning is fee-only. No commissions, no products to sell, and no account minimum quietly ruling people out. We keep the client list small enough that you always talk to the person who wrote your plan.
The evergreen in our mark isn't decoration. It's the plainest thing we know that keeps growing through the winters — which is roughly the whole idea.
More about the firmStart with a conversation.
Tell us a little about what's going on. We'll write back within two business days.
elijah@everyday-planning.com
(802) 214-1832
Waterbury, Vermont
Monday–Thursday, 9–5
Evenings by appointment