Welcome to Modern Financial Planning
A firm built to serve young families, tech employees, and medical professionals. Many of our clients are millennials or members of Gen X. Our focus to serve a younger generation means more value for you. We are here to partner with you to optimize your finances in a way to help you get the most out of life.We aren't like every other firm. In fact, we're far from it. Here are a few examples of what makes us different.
Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Learn who we are and who we are not. Learn why we're different and how we many be a good fit for you.
We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service.
An initial consultation with us comes with two guarantees: the discussion is free, and there are no high-pressured sales pitches. On the call we aim to get to know you better and determine if we're a good fit for each other.