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 for 1 Person


 
$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    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 + $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    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.

$150/mo x 3 months subscription    Current Students & Recent Grads - within one year of graduating from an undergraduate program.   Build a strong financial foundation, create an easy to follow budget, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

$150/mo x 3 months subscription

Current Students & Recent Grads - within one year of graduating from an undergraduate program.

Build a strong financial foundation, create an easy to follow budget, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

 
 

Financial Planning Packages for 2 People

 
$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.

$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.

$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.

$150/mo x 3 months subscription    Premarital Financial Coaching Package   Two are greater than one! Financial coaching to help couples create a joint household budget, work through ways to tackle financial goals together and get a good understanding of each other’s financial picture and mindset. This is a great way to create a strong financial foundation together and have a joint strategy before walking down the aisle.

$150/mo x 3 months subscription

Premarital Financial Coaching Package

Two are greater than one! Financial coaching to help couples create a joint household budget, work through ways to tackle financial goals together and get a good understanding of each other’s financial picture and mindset. This is a great way to create a strong financial foundation together and have a joint strategy before walking down the aisle.

$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.

 
 

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. 


 

Financial Planning Packages Include*

For those that want to do full financial planning but don’t need as much hand holding or help with implementing the plan.  We help you with a comprehensive and holistic financial strategy and you take it from there.

  • 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 

  • 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

 
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