A clear plan for Family Wealth, Legacy, and Retirement decisions

Request an Introduction

View Offered Services

Site Map
- Home
- Services
- Process
- Education
Resources
Contact Us
Legal

©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.