Modern Dollar Planning
At Modern Dollar Planning (MDP), we assist busy medical professionals with growing and protecting their wealth using our proven financial planning process. Whether you would like to retire early, pay off your student loan debt, educate your children, buy a second home, start your own business, we are here to make sure your dreams become a reality.
Our process begins by preparing a detailed financial plan for you and then is followed by semi-annual meetings thereafter as this allows us to monitor and adapt your plan on a proactive basis. Our services include investment management, retirement, tax, cash flow, insurance and estate tax planning. You will be served by Mark Schweiss, who is a CFP®, CPA and CFA, along with his experienced financial planning team.
MDP’s financial planning process gives our client’s financial peace of mind knowing that they are on the right track and that they have a true Fiduciary working on their behalf.
Our clients place a high value on their time, are action-oriented and are receptive to professional advice. In addition, MDP believes in fairness and transparency when it comes to our advisory fees so we charge our clients a flat quarterly fee for our services.
- Services: Financial planning, investment management, student loan management, tax strategizing, estate planning
- Ideal Client: Medical Professionals and Corporate Executives
- Location: St. Louis, MO
- Modern Dollar Planning Application, ADV2
- Website, [email protected], (314) 785-8390
Up Front Financial Plan:
- $2,000 one time fee
Ongoing Flat-Fee Financial Planning & Investment Management:
- $750/quarter to $5,100/quarter — based on a combination of your Income and Investment levels