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.

Book A Call

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.

Schedule No-Cost Consultation

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