top of page

Attending Financial Roadmap

An annual subscription, paid monthly, with an ongoing financial plan and a Certified Financial Planner creating a plan for you and helping you implement every step of the way.

Budget

  • Track past and current spending

  • Develop a budget to maximize income.

  • Implement technology to keep you accountable.

safety net

  • Strategize emergency fund

  • Determine insurance needs

  • Analyze what you have

  • Shop for the right coverage and discounts.

  • Help you apply and secure the policy.

investing

  • Analyze current investments

  • Recommend appropriate investment portfolios.

  • Monitor performance

  • Strategize alternative investments, i.e. real estate, venture, etc.

debt

  • Analyze your current debt

  • Determine best payment method

  • Refinancing options

  • Track progress

future

  • Set retirement and other financial goals, including college, investing, and legacy.

  • Determine how much you can save and where.

  • Open investment accounts

tax/estate planning

  • Planning ahead to minimize taxes.

  • Discussing legacy goals, and lining up your financials goals.

  • Ongoing collaboration with your CPA and attorneys.

...with ongoing coaching and monitoring!

$170-210/mo.

What is Financial Planning?

My experience with FinancialMD has been wonderful. Jon has been an incredible advisor, and does an incredible job of explaining concepts in finance that can be tricky or difficult to understand. He helped us tailor our financial goals to match our desires instead of taking a, “one size fits all” approach. If you choose Jon as your advisor, you won’t regret it! 
​
Chelsea, Anesthesiologist

Alexa Young, CA

bottom of page