(843) 564-8584

Complimentary Consultation

Scheduling a Consultation is the best way to get started with our firm. If you are looking for a financial planner, we make it simple to see if we may be a good fit for your needs.

The Consultation will give you a glance at how our relationship will feel like and an understanding of our financial planning process.

What is important to us during the Consultation is to be able to get to know you, give you an idea of our approach, and give you value for the time you decided to spend with us. We also give a basic financial assessment as a complimentary gift. 

The best of all is that our Consultation is free of cost.

Join the 100+ Families that Have Chosen Breakaway Financial Group as their Financial Planning Firm.

What to Expect

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Schedule a Meeting

Schedule a time to meet with our team by using our scheduler link which you can find throughout the website. You are able to choose between meeting on a phone call, a virtual meeting, or in-person based on your availability.

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Get Prepared

Once the meeting is scheduled, we will send you a brief form to fill out. The information will help us get your financial assessment prepared for the meeting.


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The Meeting

During our meeting, we will provide answers to questions you have about our firm and how we help our clients. We will also attempt to give you immediate guidance on the planning needs you have. Our goal is to help you understand how we will continue to be of service to your family.

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Think About It

We are looking for long-term client relationships. For that reason, we don’t want to rush you into a decision. After the meeting, we will send you a copy of your financial assessment with notes from our financial planner. We will follow up with you a few days later to answer any questions that may have come up.

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Join the Breakaway Family

When you decide to engage our services, we will begin the process to help you get started on the road to financial success.

That’s it. No cost. No pressure. Get value even if you don’t hire us.

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Schedule Your Free Consultation Today.

Three Reasons to Consider Breakaway Financial Group

Our Team

We are proud of our team and how they work together to improve your outcome. Unlike most advisors that work independently of each other within a firm, we adopted a team approach. We each focus on a specific financial planning field and work together to provide multiple perspectives to your financial plans.

Our Process

We named our financial planning process the GamePlan. It is a structured process to review all aspects of your personal finance. The process starts with you. We need to understand your desires, goals, values to help us create your personalized financial plan. The plan will serve as a powerful guide to help us coach you to optimize your finances. 

Our Structure

We are independent fiduciary Fee-Only financial planners. This means we do not accept commissions or kickbacks on products we may recommend. The only revenue we make comes directly from our clients. This structure helps us remove all conflicts of interest to help you feel confident that we have your best interest at heart.

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Our Team

Frequently Asked Questions

Are you fiduciaries?


We have to put your best interest ahead of ours under the law. We are also lead by a CFP® which adds to the level of responsibility towards our clients.

How do you get paid?

We are fee-only advisors.

The only income we make is from fees our clients pay us for our advice and services performed for them. No commissions. No kickbacks.

Do we need to meet in person?


About 90% of our services are now done virtually. Today's technology allows us to be much more time efficient.

Who is a good fit for your services?


We have created a process to help early to mid-career professionals and business owners. We love to help our ambitious clients.

Do I need to sign a contract?


The financial planning agreement can be stopped at anytime without any required commitment.

Where are your clients' investments?

We use multiple custodians.

As independent advisors, we are able to start relationships with available custodians. Our clients are currently using TD Ameritrade, Schwab, Fidelity, and Altruist as the custodian of their investment accounts.

Who will I be working with?

It depends.

Depending on the level of service you choose, you may get a dedicated CFP® to help you.

Do I need to be local to Charleston, SC?


As a virtual-enabled firm, we can help anyone in the United States.

I am just getting started. Can you help me?


We love to educate. We take the time to teach our clients what they need to know. We love to help young professionals start their financial journey on the right path.

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Schedule Your Consultation Today.