Your Money. Your Values. Your Life.

MFP helps young professionals & families clarify their short- and long-term goals, save/invest intentionally, and perform multi-year tax planning, so that they can live their ideal lifestyle with little-to-no financial anxiety.

Let’s find out together

Welcome to Millennial Financial Planning!

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Reflecting on the past few months has me feeling some kind of way. Your money habits didn’t necessarily start with your first job — they may come from the money scripts you grew up with. You’re building your career—and maybe a family—but are you building a purpose for your money too? Feeling the year-end rush? 😅🎄 529 plans aren’t just for college anymore. From K–12 tuition to student loan repayment to retirement funding, today’s 529s offer more flexibility and more tax benefits than most families realize. Make sure you’re taking full advantage before year-end. If something happened to you tomorrow, would your family be okay? How much should I save into my 401(k)? Are you saving the right amount or just guessing? Unlock one of the most powerful and underutilized tax tools in your benefits package. Your future self will thank you. 💡💰 Dividends may feel like free money—but that’s not true.