Our service offerings

Preferably, Modern Dollar Planning would love to provide on-going wealth management services to everyone we meet as we understand the value we add to our clients’ financial lives when we are able to guide them for many, many years. In reality; however, we realize not everyone wants to or is in a position to hire a Financial Planner on-going. Consequently, we offer a range of Flat Fee financial planning services as listed below. No matter what your financial question or issue, Modern Dollar Planning would be happy to work with you so feel free to reach out to us so we can create a custom quote designed to specifically meet your needs.

  • After building out your initial Financial Plan, Modern Dollar Planning meets with our clients semi-annually whereby we provide on-going, full financial planning and investment management services as detailed in the section below.

  • For DIYers that would prefer to manage their on-going finances on their own but would like to periodically have it reviewed by a professional, Modern Dollar Planning offers to build out a one-time Financial Plan for you which includes all the areas listed in the following section.

  • Modern Dollar Planning offers one-time, Flat Fee services for those who are looking to have a specific topic addressed such as Student Loans, Roth Conversions, Investment Portfolio or Life Insurance Policy Reviews. If you have a financial question, we can provide you with the answer.

 Our on-going wealth management and Financial Plan creation Services include the following:

 

Net Worth Statement

Formulate, monitor and grow your net worth over time

Investment Management

Stick to an intelligent, time tested, low cost, tax efficient and disciplined investment strategy.

Cash Flow / Retirement Planning

Enjoy your spending today, guilt-free, when you know exactly what & where you need to be saving.

Employee Benefits Review

Make intelligent, intentional elections with your 401k/403b, health insurance, options/RSUs/ESPP and other employee benefits.

Education Funding

Design a tax efficient plan on how to save for your children’s private K-12 and/or college tuitions.

Retirement Distribution Planning

Strategically build out a tax efficient retirement distribution schedule to replace your paycheck.

Tax Saving Strategies

Save, invest and spend in the most tax efficient manner possible.

Risk Management

Gain a second set of eyes on your insurance coverages to make sure your family is adequately insured.

Estate, Gifting & Charity Planning

Execute an estate plan to ensure your wishes are carried out, without paying more in taxes or probate expenses than is needed.