FINANCIAL PLANNING

  • Are you ready to get your finances in order?

  • Do you want to achieve your life goals? Like buy your own home, switch to a more meaningful job, be debt-free, or retire early?

  • Do you want to feel financially free?

We will create a financial plan that will help you achieve all of these. We will help:

  1. Develop a values-based budget;

  2. Invest your 401k and IRAs properly;

  3. Lower your tax bill;

  4. Reduce your credit card debt and student loans faster;

  5. Improve your credit score;

  6. Build your emergency fund;

  7. Help fund your children's college education;

  8. Protect you or your family from risks that can potentially wipe out your savings; and

  9. Feel more confident about managing your money.

Studies show that those who have a comprehensive financial plan can build significantly more wealth than those with no plan.

FINANCIAL PLANNING PROCESS

 

We follow the Certified Financial Planner Board of Standard’s six-step process in creating your personalized Financial Plan:

OUR SERVICES

 

​Comprehensive Financial Plan

  • Includes written holistic financial plan, quarterly meetings, and unlimited email/phone support.

  • Current annual fee is from $2,400 to $9,600, paid monthly ($200 to $800 per month).

Mini-Financial Planning Session

  • Includes advice on 2-3 topics during a 60 to 90-minute session.

  • $600 to $2,000

We ​accept one pro-bono client each month, via a mini-planning session. Typically available for those who make $50,000 or less.

IDEAL CLIENTS

We enjoy working with early to mid-career professionals in DC, MD & VA who:

  • are highly motivated in taking control of their finances; 

  • are willing to engage & put in time and effort; 

  • are trying to "make a difference" in their own way; and

  • appreciates the value of a holistic financial plan.

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