What We Offer

Project-Based Financial Planning

Ideal for those who want a financial plan without ongoing management or would like help with a particular topic. We will agree to the scope of the project and a price upfront.

Comprehensive Financial Planning (Ongoing)

Ideal for clients who want a Comprehensive Financial Plan and ongoing financial planning, but prefer to manage their own portfolio. The price is based on the complexity of the work.

Investment Management (Ongoing)

Ideal for clients who want ongoing financial planning and investment management. We build a Comprehensive Financial Plan and manage your portfolio on an ongoing basis.

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.