Sycamore Financial Planning, LLC

Sycamore Financial Planning is a fee-only financial planning firm with offices in Durham, NC and Charlotte, NC. The firm provides financial advice and services to a diverse clientele helping them meet their goals for spending, saving, funding college, entering retirement, managing risk, making career changes, and more. The firm does not sell any financial products, and it receives all compensation directly from clients which helps minimize conflicts of interest and positively contributes to client relationships. There are also no minimums for client net worth or income. Clients appreciate the flexibility to pay for the services they need when they need them. The firm was founded in 2011 by Chuck Clifton, a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA), the Garrett Planning Network (GPN), the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA), and the International Academy of Collaborative Practitioners (IACP).