Modern Dollar Planning
Modern Dollar Planning has been assisting busy executives, medical professionals and soon-to-be retired individuals with building out their financial goals and then helping them to achieve these goals through proactive financial advice since 2015. Our financial planning advice includes investment management, retirement, tax, cash flow, risk management and estate tax planning services.
Our structured financial planning process includes preparing a financial plan at the outset followed by semi-annual meetings thereafter to monitor and adapt your plan. Modern Dollar Planning's financial planning process is comprehensive and gives our client's financial peace of mind knowing that they are on the right track, the right trajectory and that they have a true advocate, a true Fiduciary working on their behalf.
Modern Dollar Planning also believes in fairness and transparency when it comes to how we charge our clients and that is why we charge a flat quarterly fee for our services.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.