The Modern Dollar Approach:

The Modern Dollar Process:
Services Provided:

Creation of a written financial plan that encompasses all pieces of your financial life.
A dedicated relationship with a CFP® to hold you accountable and keep you on track
Low cost, evidence based investment management
Cashflow planning to automate and simplify savings/spending
Annual retirement projections to determine whether you are on track
Employee benefits analysis to maximize 401k, health and other benefits choices
Proactive, objective advice on insurance, estate planning and tax matters
Collaboration with or introduction to vetted professionals (Attorneys, CPA, insurance)
Your own online client portal for anytime access to your entire financial life
Goal/Career discussions to ensure you’re working toward your best life