A clear plan for wealth, retirement, and legacy decisions

Coordinated guidance for affluent families and individuals navigating retirement, investments, risk management, and major financial decisions.

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Serving clients locally and across multiple states through virtual and in-person relationships.

We help bring clarity and coordination to the moving parts of your financial life so decisions stay aligned as life evolves

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©2026 Open Plan Management
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Open Plan Management is not a registered financial services company and is independent from Sequent Planning. Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.
The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies. Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state.