Areas We Serve

HomeService Areas

Find a financial advisor who can help you meet your goals.

Your level of risk, your income, your goals, and other factors all go into creating a financial plan that complements what you need and want out of your finances. Creating and solidifying a financial plan is key to success, and working with a financial advisor can increase your success even more.

Service Areas

Planning Bucket’s purpose is to help you find a financial advisor who will help you reach these goals and feel secure in your finances now and in the future. Whether your goal is to get out of debt, save for retirement, or even just have cash on hand for that next remodel or vacation, Planning Bucket can partner you with a financial advisor who can increase your chances of success.

Planning Bucket proudly serves Asheboro, Asheville, Boone, Burlington, Chapel Hill, Charlotte, Greensboro, Hickory, Mount Airy, and Statesville, North Carolina.