Break the paycheck to paycheck cycle, achieve debt freedom, invest wisely, plan for retirement, manage financial risk, and achieve your goals.♢
Our services are affordable and accessible. We do not charge sales commissions or sell any financial products and have no minimum net worth requirement.
Our annual fee is the lesser of 0.25% of net worth or $2,500.* Compare our fee to the typical advisory fee of $7,500-$55,000 (flat fee) or 1% of Assets Under Management (AUM).**
Invest in your future with Everyday Financial Planning, where education comes first. We hope to partner with our clients in guiding them towards long-term financial security. We are a small business with a passion for serving everyday people and equipping them with financial know-how.
We are registered in Virginia and are permitted to do business with a maximum of five (5) clients in states outside of Virginia via the De Minimis exemption.
Before purchasing our services, please read Our Brochure. You must access the brochure at least 48 hours before signing a financial planning contract.
Contact us at 703-635-0124 or [email protected] to connect with a financial planner and schedule an appointment, ask questions, or sign a contract.
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* Minimum annual fee is $50.
** Source: How Much Does a Financial Advisor Cost?
♢ Our financial planning service includes written advice on the following: career planning, budgeting, spending, saving, debt management, insurance, retirement planning, basic tax planning, and basic estate planning. We do not provide accounting or lawyering services to clients.