MainStreet Financial Planning is a fee-only financial planning firm that helps busy families make informed decisions about their money. The firm offers comprehensive financial planning through project-based or hourly engagements, with financial planning and income tax planning and preparation available under one roof. It states that it does not sell financial products or provide investment management.

MainStreet helps clients navigate practical questions about spending, debt repayment, saving, investing strategies, insurance needs, buying a home or rental property, and planning for college or retirement. Its services also address special situations such as divorce, special-needs planning, and stock options or restricted stock units. Retirement guidance can include Social Security timing, income strategies, and withdrawal plans. The firm also provides tax planning checkups, financial wellness workshops, and educational resources through articles, a money-focused podcast, and its Money Library. MainStreet Financial Planning presents its work as support for turning financial questions into clear decisions and actionable plans. The company is a registered investment adviser offering advisory services in California and other jurisdictions where exempted.