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.

Book A Call

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.

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