Buying print never felt so good!
At Modern Financial Planning, we prioritize helping our clients maximize their financial well-being while minimizing the time and stress associated with managing their finances. Founded by a team of experienced financial professionals, our firm is dedicated to providing personalized guidance and expertise to individuals and families navigating the complexities of the modern financial landscape.
Our Story
Our firm began as a response to the growing need for specialized financial planning services tailored to the unique challenges faced by individuals with equity compensation, such as Stock Options or RSUs. With the vast majority of our clients hailing from the tech industry, we've developed a deep understanding of the intricacies of equity compensation and the tax implications that accompany it.
Our Approach
At Modern Financial Planning, we believe that financial planning should be personalized, efficient, and effective. We take the time to understand our clients' unique goals, values, and circumstances, combining this insight with our expertise in financial planning and investment management to develop customized strategies designed to help our clients achieve their financial objectives.
Our Services
We offer a comprehensive range of financial planning and investment management services, including:
- In-depth financial planning and wealth management
- Investment management and portfolio design
- Tax planning and compliance
- Estate planning and legacy planning
- Retirement planning and income generation strategies
Meet Our Team
Our team of experienced financial planners and advisors is comprised of experts with a shared passion for helping individuals and families navigate the complexities of modern finance. Meet our team, including Bryan Hasling, Yulia Petrovsky, and Mike Troxell, each with their unique strengths and areas of expertise.
What Sets Us Apart
At Modern Financial Planning, we pride ourselves on our commitment to fee-only services, our independence from financial institutions, and our dedication to providing unbiased, fiduciary-level guidance to our clients. We're honored to have been recognized as one of the top financial planning firms in the country, and we're committed to continuing to deliver exceptional service to our clients.
Get Started
If you're an individual or family seeking personalized financial guidance and expertise, we invite you to learn more about our services and schedule a complimentary consultation. At Modern Financial Planning, we're dedicated to helping you achieve your financial goals and build a brighter financial future.
Overview of Reviews
The reviews of Modern Financial Planning (MFP) are overwhelmingly positive, with all reviewers giving 5-star ratings. The reviewers praise the expertise, knowledge, and dedication of the financial planners, particularly Bryan Hasling, Yulia Petrovsky, and Mike.
Key Strengths
- Knowledge and Expertise: Reviewers appreciate the planners' in-depth knowledge and expertise in financial planning, including practical advice on stock compensation, taxes, and personal finance best practices.
- Friendly and Non-Judgmental Approach: Many reviewers praise the friendly, approachable, and non-judgmental nature of the planners, making it easy to discuss financial goals and concerns.
- Personalized Service: Clients value the personalized service and attention to detail provided by the planners, resulting in tailored financial plans that cater to individual needs.
- Trust and Peace of Mind: Reviewers appreciate the planners' dedication to providing the best service, which has given them peace of mind and confidence in their financial futures.
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