Dream Big...
...Plan Accordingly
Modern Dollar Planning
Real Advice, Transparent Fees, Intelligent Investing
Flat fee Financial Planning & investment Management
As your life gets more complex, having a fiduciary provide a second set of eyes to ensure you're making all the right financial moves can be invaluable. We help executives and medical professionals gain financial peace of mind and grow their wealth through one-on-one financial planning and investment management using a transparent, flat fee model.
Whether you want to set yourself up to retire early, leave the corporate world to start a new business, send your kids to college or something in between, we can help you find the right financial trajectory to make it happen. We’re here to help you reach your financial independence.
who we serve
We assist corporate and medical professionals with growing and protecting their wealth. Our comprehensive financial planning process provides knowledge, accountability, and peace of mind, enabling our clients to live their best lives.
Headquartered in St. Louis, we serve local clients along with virtually serving numerous clients across the entire United States.
Meet Modern Dollar Planning
Peace of Mind
Relevant
Working With Modern Dollar Planning
Acting As a Fiduciary
Approachable
Answering your biggest financial questions…
On The Right Track?
Am I saving enough to be able to retire when I want?
Taxes
How can I save more on taxes?
College Funding
Will I be able to afford college for my children?
Stock Options/RSUs
When should I exercise my Stock Options/RSUs?
Employee Benefits
Which employee benefits should I be electing?
Where to Save?
Am I saving money in the right places?
401(k) Contributions
Pre-tax or Roth 401(k) contributions?
Investing
How should I be allocating my investments?
Healthcare Coverage
Which healthcare plan should I select?
Insurance
Are all of my insurance coverages adequate? (Health, Life, Disability)
Legal Documents
Do I need legal documents like a Will or a Trust?
Real Estate
Should I be investing in rental real estate? Can I afford a new home?
