Ribbon Cutting: 395 Financial Planning

We’re rolling out the (metaphorical) red carpet for 395 Financial Planning! Since this business doesn’t have a physical storefront, we’re gathering at The Fun Shop for a Ribbon Cutting and a warm community welcome. Stop by, celebrate with us, and be part of officially welcoming Mary Anne and her business to Mammoth Lakes!

Fun fact: 395 Financial Planning is also a finalist for New Business of the Year in our 2025 Business Excellence Awards — come congratulate her in person!



About 395 Financial Planning:
395 Financial Planning, LLC, is the only 100% fiduciary, advice-only financial planning firm in Mono and Inyo counties.

Why is this important?

The Principal & Owner, Mary Ann Sullivan, CFP®, has expertise in engaging in the financial planning process to help you understand your current financial context, prioritize life goals, and create a financial road map to achieve them.

Along the way, she teaches you how to be your own Chief Financial Officer: manage your own investments, plan for tax efficiency, evaluate your insurance and estate plans, and optimize your income.

She is fee-only. This means you pay one transparent fee, and she works only in your best interests and never receives commissions or sales incentives for the advice she gives.

Not only has she helped others create and implement plans for financial independence, she has achieved financial independence herself. As a former teacher and principal, her satisfaction comes from helping others be empowered to own their time and master their money.

>>> CLICK HERE for 395 Financial Planning's WEBSITE