Personal Financial Planning - District Capital Management

Financial Planning

What you Get

You will receive the following:

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

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)

Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/month)

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