Personal Financial Planning - District Capital Management
District Capital Management Financial Planner near me
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District Capital Management Financial Planner near me

Financial Planning

Personal Financial Planning

Our Financial Planning Services Can Help You:

Save for Your Life Goals and Dreams

We’ll use the 3 Kinder questions to draw out what’s truly important to you. Then we’ll develop a blueprint.

Optimize Your 401k, IRA & Investment Accounts

We’ll apply the 3 building blocks of investing: smart diversification, match risk tolerance, and lower cost.

Lower Taxes

We’ll consider using tax-advantaged vehicles like Roth/Backdoor Roth, HSA, Roth and After-Tax 401k.

Pay Off Student Loans and Other Debt

We’ll look into Public Service Loan Forgiveness; refinancing; or using the debt snowball method.

Retire Early

We’ll make retirement projections so you can be on track to live your lifestyle after retirement.

Saving for College or Your Child's Education

We’ll advise you on the right 529 plan, amount and investment choices.

What you Get

You will receive the following:

  • Written comprehensive financial plan
  • Three Zoom meetings per year to discuss action items
  • Unlimited email support
  • Monthly newsletter
  • Ongoing investment guidance​
  • Access to budgeting software
  • Access to modern task tracker
  • Access to our network of estate attorneys & tax professionals
Financial Planner near me

YEAR 1

Our Financial Planning Process

START HERE
START HERE

Discovery Call

Schedule free 30-min video call to discuss your goals, concerns, and see if we are a good fit.

BECOME A CLIENT
BECOME A CLIENT

Onboarding & Setup

Sign contract
Set up payment
Share financial information
Dig Deeper Session (optional)
Create Financial Plan

MEETING #1
MEETING #1

Overview of Your Financial Plan

Overview of your financial plan, goals, and net worth
Discuss major near-term action items
Discuss cash flow plan for savings goals

MEETING #2
MEETING #2

Investments & Retirement

Retirement projections
Discuss retirement savings & market investing
Rebalance 401ks, IRAs, and investment accounts
401k rollover gameplan, if applicable
IRA contributions
Automate monthly investments

MEETING #3
MEETING #3

Taxes, Debt & Credit

Optimize tax withholdings
Debt reduction strategies
Credit score tune-up

MEETING #4
MEETING #4

Insurance & Estate Planning

Discuss strategies to protect your assets and how to pass them efficiently to your loved ones

OPTIONAL
OPTIONAL

Special Topics*

College Savings
Buying Vacation Home
Real Estate and Rental Property Investing
Stock Compensation (RSUs, ESPP, stock options)
Career Change
Starting a Business
Refinancing


*When relevant or upon request, these topics can be covered during our scheduled meetings.
Note: The meeting topics presented above are examples. Actual meeting content & sequence will be customized based on the Client’s needs.

Financial Planning
Year 2 & Beyond

Request Calendar

Financial Planning Near Me

How Can A Financial Planner Help You?

A financial planner can guide you in making smarter financial decisions and help reach your financial goals.

Would you like to travel and take vacations more frequently? Are you considering buying a home, or do you want to save for your child’s college education? Are you eager to get rid of your student loan debt? How much should you be saving for retirement?  A financial planner can help you achieve all of those goals and help you maximize your money.

We enjoy getting to know you on a personal level so that we can provide a financial plan tailored to your situation. We will meet regularly and your financial plan will be a living breathing document that will continue to be optimized over time.

Financial Planning Pricing

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,000 – $4,800

($250 to $400/month)

  • Written comprehensive financial plan
  • Three on-going Zoom meetings per year to discuss action items and new advice
  • Unlimited email support
  • Monthly newsletter
  • Ongoing investment guidance
  • Access to budgeting software
  • Access to modern task tracker
  • Access to our network of estate attorneys & tax professionals
Get Started
Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/month)

  • Written comprehensive financial plan
  • Three on-going Zoom meetings per year to discuss action items and new advice
  • Unlimited email support
  • Monthly newsletter
  • Ongoing investment guidance
  • Access to budgeting software
  • Access to modern task tracker
  • Access to our network of estate attorneys & tax professionals
Get Started

We offer pro-bono financial planning for those who earn less than $56,000 per year.

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Financial Planning District Capital Management

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District Capital Management, LLC is a Registered Investment Advisor in Washington, DC, California, Illinois, Maryland, and Virginia.

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