Sweetgrass Financial Planning
Sweetgrass Financial Planning is a fee-only financial planning firm located in the Lowcountry of South Carolina, providing services to young professionals and their families. The company was founded by Daniel Patterson, a Certified Financial Planner (CFP®), and offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives to help clients reach their financial goals through expert advice and personalized plans. The team at Sweetgrass Financial Planning has years of experience and is committed to providing quality service and support.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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