Black Dog Financial Planning
Owner & Lead Planner
Michael is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ located in Mount Pleasant, SC, serving clients locally and virtually across the country
Michael Hakimi is a CERTIFIED FINANCIAL PLANNER ™ and founder of Black Dog Financial Planning, a fee-only firm based in Charleston, SC. Michael is dedicated to helping young professionals and their families, just like his own, by providing high-quality financial advice. Together, you will work through the financial decisions you face like buying a house, paying off debt, and which investments to choose; set and achieve your goals; and create a better future.
Michael Hakimi founded Black Dog Financial Planning to help professionals and families in their 30s and 40s with their finances. After working at a few firms, he realized the majority of investment advisors primarily focus on pre-retirees and retirees. Meanwhile his peer group was significantly underserved. He launched the firm to make high quality financial advice more affordable and accessible for his peer group, and to help individuals and families live great lives by making smarter financial decisions.
When Michael isn’t helping his clients, he’s spending time with his own family. He and his wife, Katie, were married in May of 2018 after relocating to Charleston from Chicago, IL. They welcomed their first child, daughter Annie Rose, on February 6, 2020. Annie joins big “fur-brother”, Barkley, to which the firm, Black Dog Financial Planning, gets its name. Barkley is a rescue from PAWS Chicago, a no kill animal shelter. Barkley was 3 months old and 25 pounds when Mike and Katie adopted him. He’s now 3 years old and 80 pounds and his favorite pastime is watching squirrels from the window and chasing them out of the backyard.
Mike and Katie enjoy low-country living, especially golf, the beach, and oyster roasts, but also love to travel. They got engaged in Paris in 2017 and have traveled around Europe and Asia together. Next up, they hope to visit South America, Australia and Africa. They look forward to raising their family in the low-country and traveling together whenever they can.
Michael Hakimi 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
Michael Hakimi is a Mount Pleasant, SC fee-only financial planner. Black Dog Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Hakimi is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Growing Families
- Young Professionals
- Business Owners and Executives
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Hakimi 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.
Michael Hakimi 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.
Michael Hakimi 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.
Contact Michael Hakimi
By Appointment Only
Mount Pleasant, SC 29464