Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

President & Financial Planner

Charlie Bolognino

ChFC®, CFP®

Side-By-Side Financial Planning, LLC

President & Financial Planner

It's my mission to help people live a better life today and tomorrow through financial planning. - Charlie Bolognino, ChFC®, CFP®

(763) 202-5273

Fee-Only financial planner primarily based in Plymouth, MN, with meeting locations in Rochester, MN and Bentonville, AR, and serving clients across the country

Charlie Bolognino is a Plymouth, MN fee-only financial planner. Side-By-Side Financial Planning, LLC provides objective financial planning advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Charlie Bolognino is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC.  Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.

Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology.  He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College.  Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a NAPFA-Registered Financial Advisor.

He’s given financial seminars at the University of Northwestern and St. Catherine University.  In addition, he has regularly facilitated the Financial Peace University program at local churches since 2008.

He and his wife, Rachel, are members of Maple Grove Covenant Church in Minnesota and they keep busy raising four daughters.

Charlie Bolognino is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Welcome. It's our mission to help you live a better life today and tomorrow through financial planning. We're a small shop, committed to helping you reach your financial goals. We'll be with you every step—every milestone. With the right tools and right people by your side, anything is possible. Together, we'll create a plan to help you get where you want to be.

Our desire for clients is that they will, with confidence in their financial plan, be freed up to enjoy life more and to think about money less. We’ll invest time together setting goals for you and your family, identifying any dollars needed to achieve those goals, and setting a course to help you get there.

Your better future awaits. 

Specialties

  • Hourly Project & Ongoing Partnership Planning Options
  • Near-Term & Long-Term Goal Setting
  • Cash Flow Planning
  • Workplace Benefit Selection (Open Enrollment)
  • Retirement Saving & Investment Selection
  • Retirement Income Planning

Ideal Clients

  • Emerging & Growing Households
  • Pre-Retirees
  • Consumer Packaged Goods & Retail Professionals

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Charlie Bolognino is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Charlie Bolognino is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Garrett Planning Network - GPN
    Charlie Bolognino is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • XY Planning Network
    Charlie Bolognino is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Charlie Bolognino is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • ChFC - Chartered Financial Consultant
    Charlie Bolognino is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

Contact Charlie Bolognino

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Office Locations:

  • 3235 Fernbrook Ln N
    Plymouth, MN 55447
  • 3265 19th Street NW
    Rochester, MN 55901
  • 900 Southeast 5th St.
    Suite 22
    Bentonville, AR 72712

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