Financial Planning tailored to your life.

Reduce Taxes ● Simplify Investments ● Build Wealth

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Lattice Financial is a fee-only financial planning firm that puts your interests first.

We work with clients to understand their values and priorities around money so we can set realistic goals.  We help them organize and review all their financial documents, such as taxes, investments, insurance, and any real estate.  Then we put together a financial plan that helps them achieve their goals in a way that maximizes what they have and minimizes taxes.

What We Offer

Project Based Financial Planning

Best for clients who do not wish to have an ongoing relationship with an advisor, but need help with a particular topic.
Schedule a complimentary call to discuss the scope of your project and see if we are the right fit. Once the scope of the project is determined, we’ll agree to a price with half due upfront and half due upon completion.
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Comprehensive Financial Planning

Best for clients who want a comprehensive financial plan and wish to work with an advisor on an ongoing basis.
We work with you to build your financial plan and keep you on track to meet your goals. We will reevaluate the plan regularly and adjust for inevitable life changes. Fees are based on the scope of work for the year and billed monthly.
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Investment Management

Best for clients who desire Comprehensive Financial Planning and wish to have their investments professionally managed.
We focus on building portfolios that are low-cost, tax-efficient, and well diversified. This will often involve the use of index funds. After the portfolio is implemented, we help keep you disciplined and on track to meet your goals. Fees are based on assets under management.
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About Lattice Financial

Seth B. Mullikin, CFPⓇ
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Seth founded Lattice Financial to provide fiduciary financial planning to all clients.  He began his career as an attorney in South Carolina working with clients on a variety of matters. After seeing the need clients had for a trusted financial advisor, he left the practice of law to work in wealth management at The Vanguard Group. This gave him the opportunity to work with many clients from a variety of backgrounds. Prior to forming Lattice Financial, he worked with financial advisors at ROL Advisor helping them incorporate life-centered planning into their practices. 

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Lattice Financial, LLC is an Investment Advisor registered with the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.  Please contact us at 704-812-7252 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Lattice Financial with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.LatticeFinancial.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.