Modern Money Financial Planning

Our approach to financial planning is all about taking the time to get to know each and every one of our clients. Our personalized approach prioritizes client’s financial objectives, lifestyle, values and goals.


Financial Planning Packages Include*

 
  • Estate Planning Analysis: Wills, Titling & Trusts

  • Retirement Income & Cash Flow Planning

  • Social Security Review & Optimization

  • Education on Investments

  • Document Vault for Wills & Important Documents

  • Goals-Based Milestones Strategy

  • Debt Elimination Analysis & Strategy

  • Student Loan Repayment Strategy

  • Wealth Accumulation Strategy & Savings Hacks

  • Budget: Income & Expenses

  • Spending Plan

  • Virtual Meetings or Face to Face

  • 60-Day Ongoing Guidance & Implementation

  • Building a Strong Financial Foundation

  • Employer Benefits Review

  • Retirement Planning

  • Financial Planning Portal 

  • Investment Analysis & Strategy 

 

Financial Planning - Base Package Only


Includes all the services listed above. Does not include complex student loan or home purchase planning.

 
$1000 Upfront + $500/mo subscription - month to month    Individuals - Financial Planning for Individuals   Financial planning package for working professionals focused on wealth accumulation and debt elimination. See chart below for more details.

$1000 Upfront + $500/mo subscription - month to month

Individuals - Financial Planning for Individuals

Financial planning package for working professionals focused on wealth accumulation and debt elimination. See chart below for more details.

$1000 Upfront + $550/mo subscription - month to month    Couples - Financial Planning for Couples   Financial planning package for couples focused on wealth accumulation and debt elimination. See chart below for more details.

$1000 Upfront + $550/mo subscription - month to month

Couples - Financial Planning for Couples

Financial planning package for couples focused on wealth accumulation and debt elimination. See chart below for more details.

 

Financial Planning - With Student Loan Planning


Includes all base services + complex student loan planning.

 
$1000 Upfront + $550/mo subscription - month to month    Individuals - Financial Planning for Individuals with complex student loan planning   Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs. See chart below for more details.

$1000 Upfront + $550/mo subscription - month to month

Individuals - Financial Planning for Individuals with complex student loan planning

Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs. See chart below for more details.

$1000 Upfront + $600/mo subscription - month to month    Couples - Financial Planning for Couples with complex student loan planning   Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs. See chart below for more details.

$1000 Upfront + $600/mo subscription - month to month

Couples - Financial Planning for Couples with complex student loan planning

Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs. See chart below for more details.

 

Financial Planning - With Home Purchase Planning


Includes all base services + home purchase loan planning.

 
$1000 Upfront + $550/mo subscription - month to month    Individuals - Financial Planning for Individuals planning to purchase a home in the near future   Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth focus on home-ownership and preparing you to purchase a home. See chart below for more details.

$1000 Upfront + $550/mo subscription - month to month

Individuals - Financial Planning for Individuals planning to purchase a home in the near future

Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth focus on home-ownership and preparing you to purchase a home. See chart below for more details.

$1000 Upfront + $600/mo subscription - month to month    Couples - Financial Planning for Couples planning to purchase a home in the near future   Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth focus on home-ownership and preparing you to purchase a home. See chart below for more details.

$1000 Upfront + $600/mo subscription - month to month

Couples - Financial Planning for Couples planning to purchase a home in the near future

Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth focus on home-ownership and preparing you to purchase a home. See chart below for more details.

 
 

Financial Planning - With Home Buying & Student Loan Planning

Includes all base services + complex student loan & home purchase planning.

 
 
$1000 Upfront + $600/mo subscription - month to month    Individuals - Financial Planning for Individuals with complex student loan planning and planning to purchase a home   Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy as well as the road to home-ownership planning. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs and plan to purchase a home in the near future. See chart below for more details.

$1000 Upfront + $600/mo subscription - month to month

Individuals - Financial Planning for Individuals with complex student loan planning and planning to purchase a home

Financial planning package for working professionals focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy as well as the road to home-ownership planning. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs and plan to purchase a home in the near future. See chart below for more details.

 
$1000 Upfront + $650/mo subscription - month to month    Couples - Financial Planning for Couples with complex student loan planning and planning to purchase a home   Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy as well as the road to home-ownership planning. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs and plan to purchase a home in the near future. See chart below for more details.

$1000 Upfront + $650/mo subscription - month to month

Couples - Financial Planning for Couples with complex student loan planning and planning to purchase a home

Financial planning package for couples focused on wealth accumulation and debt elimination. This package includes an in-depth student loan analysis and strategy as well as the road to home-ownership planning. Great if you have a large student loan balance over $100k or are interested in repayment planning strategies and/or student loan forgiveness programs and plan to purchase a home in the near future. See chart below for more details.

 

 

Modern Money Advisor believes there is no substitute for holistic guidance, straightforward
communication and hand-holding. Our process is simple, effective and focused on changing lives. 

 

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