Modern Financial Planning

About

Modern Financial Planning Financial Planning for Folks with Stock Options and RSUs Get your free assessment View fullsize about Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good fit for you. About the firm our services We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service. Services New clients We ask that prospective new clients go through our process for a Free Financial Assessment. The first step is to book at short call with us in order to see if your situation is a great match for our specific expertise. Free Assessment The Firm Modern Financial Planning A firm built to serve the tech community MFP is a financial planning firm serving clients remotely across the United States. Due to our specific expertise, 80% of our clients have Stock Options or RSUs. 20% of our clients are retirees. The driving principles of MFP are: Personal Finance is more personal than it is financial . Focus on the things that we can control . Lead with education and respect. There are thousands of financial advisors out there, but there are only a handful that do what we do. Our experience with equity compensation and tax truly sets us apart. And yes, we are fiduciary and fee-only whic

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