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Family First Financial Planning

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Client assets under management

$0

Clients

193

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

97

High

Average account size

$0

About

Family First Financial Planning provides fixed-fee and hourly financial planning and investment consultation to individuals, trusts, estates, charitable organizations, and businesses, beginning with a complimentary 30‑minute introductory meeting. The firm also offers implementation assistance on a non‑discretionary basis and conducts educational workshops and webinars on topics such as retirement and wealth management, typically delivered pro bono or through a sponsoring organization.

The firm’s approach emphasizes long‑term, buy‑and‑hold strategies, asset allocation, and the use of low‑cost index mutual funds and ETFs, while considering active strategies where appropriate and offering portfolio rebalancing or short‑term advice on request. Family First explicitly does not provide ongoing discretionary portfolio management or take custody of client assets, so clients remain responsible for execution and monitoring of investments.

Notable distinctions include operating from multiple offices despite a small advisory team and structuring fees around fixed and hourly engagements rather than percentage‑of‑AUM billing, which is uncommon among similar supported firms. The brochure also discloses membership in professional networks that support fee‑for‑service planners and that an associate maintains outside bookkeeping and limited tax work and a part‑time accounting role, a time‑allocation consideration the firm discloses.

Client services

Financial planning Educational seminars or workshops

Expertise

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management

Fee options

Project-based

$350 per hour, billed in 15-minute increments.

Other

Fee-only: Fixed fee based on $350 per hour multiplied by estimated hours; fees negotiable; deposit may be required up to $500 or half of low-end fixed fee range.

Main office location

Family First Financial Planning

850 Nw Federal Highway, Suite 150

Stuart FL 34994, United States

Number of offices

5

Most active in

More info

Florida · Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 772-781-7648

Advisors at this firm

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user avatar

Leslie T

CFP®, Series 63

Stuart, FL

Family First Financial Planning

Leslie Trowbridge is a CFP® and Series 63-registered financial advisor with 27 years of industry experience. She has been the sole advisor at Family First Financial Planning since 1998. Family First Financial Planning offers comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold strategies with diversified, low-cost index mutual funds and ETFs, providing services on a limited or as-needed basis without custodial services or discretionary trading authority.

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management
user avatar

Sharmon T

Series 65

Stuart, FL

Family First Financial Planning

Sharmon Tourjee is a financial advisor with Family First Financial Planning in Stuart, FL. She holds a Series 65 designation and has 20 years of experience through her work with Pathforward Financial LLC and the Sudden Money Institute LLC. Outside of advisory services, she provides bookkeeping and limited tax services through Pathforward Financial and oversees accounting and finance at the Sudden Money Institute, which offers education for financial planners. Family First Financial Planning provides comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies with diversified, low-cost index mutual funds and ETFs, offering services on a limited or as-needed basis without discretionary trading authority.

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management
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