Who We Serve
Modern Financial Planning primarily serves Generation X and Y investors in the San Francisco Bay Area, and across the United States. We partner with clients who want to optimize their financial situation allowing them to get the most out of life.
A lot of our clients are seeking assurance from a financial planner who has their best interests in mind, or they simply don't have the time or interest to manage their finances. Many of our clients include:
Young families can encounter a barrage of major financial decisions in only a short time. Many times they are seeking to balance saving for retirement and a child's education. This is usually combined with contemplating a home purchase, obtaining life insurance, buying/leasing cars, and major career decisions.
As a firm that prioritizes family, we understand and are glad to work with you through some of the most exciting years of your life. Making sound financial decisions during this pivotal time will yield rewards down the line.
Tech professionals often encounter complicated equity compensation structures while trying to manage their fast-growing careers. We can help you make sense of, and properly plan around, your NQSOs, RSUs, or ISOs. With tech employees, things can get complicated quickly and missed opportunities can be costly. Whether it is getting a grip on your your stock options, or evaluate launching your own start-up, we are here to help.
Medical professionals often times face the unique challenge of paying down large student debt balances while still socking away funds for retirement. Specific insurance needs further complicate the picture with the potential need for specific disability and malpractice insurance. Furthermore, due to their high-earning potential, medical professionals are often the target of some not-so-great financial salespeople, this alone requires an advocate by your side to help navigate. With the spouse of our founder in the medical field, we understand and relate to what you are going through.