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Resident 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

  • Assist with emergency fund

  • Determine insurance needs

  • Analyze what you have

  • Shop for the right coverage and discounts.

  • Help you apply and secure the policy.

Debt

  • Analyze your student loans

  • Organize your credit cards

  • Determine best payment method

  • Refinancing options

  • Track progress

Future

  • Set retirement and other financial goals

  • Determine how much you can save and where.

  • Open investment accounts

$85-105/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! 
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Chelsea, Anesthesiologist

Alexa Young, CA

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