Who we serve
Not your parents’ Financial Advisor.
As a young couple, your financial life is all about balance. You’re balancing the duties of being parents, growing in your career, maintaining relationships, and enjoying the present while still trying to save and invest enough for the future. With all of the competing priorities in your life, it’s getting complicated. At MillennialFP, we’re experts in striking the right balance. We take the time to understand what you want out of life both now and in the future and guide you through your financial decisions to support that vision.
We help take the confusion out of…
Pricing
The Subscription That Pays For Itself. (Literally)
Finally, our generation has access to affordable, conflict-free financial advice. Whether you want to verify that your family’s finances are on the right track or you’d like to delegate all facets of your financial life to an expert, there’s a subscription for you.
Access
subscription
$100 / month
24/7 access to Elements Financial Monitoring App, including a one-page financial plan with Goals, Next Steps, and Net Worth tracking
Unlimited Messaging with Jake via Elements, with monthly touchpoints
Progress Meetings per year
1
Optional investment management using MFP's low-cost, tax-efficient model portfolios
MillennialFP Planning Process
On-demand meetings for unexpected life events
Service Level
Validate
Who's it for?
Guide
subscription
$250 / month
24/7 access to Elements Financial Monitoring App, including a one-page financial plan with Goals, Next Steps, and Net Worth tracking
Unlimited Messaging with Jake via Elements, with monthly touchpoints
Progress Meetings per year
4
Optional investment management using MFP's low-cost, tax-efficient model portfolios
MillennialFP Planning Process
On-demand meetings for unexpected life events
Service Level
Delegate
Who's it for?
Our Approach
Educational
The first step in taking control of your financial life is to understand it. We translate the financial jargon & topics into easy-to-understand concepts.
Judgement-Free
Money is an emotionally-charged topic that we mostly avoid talking about. We promise to provide a safe space to talk openly about it without criticism or intimidation.
Modern
We use apps that enable us to work collaboratively and give you access to your plan at any time.
Fee-Only
We don’t receive any commissions. The only incentive we have is to provide high-quality advice.
Fiduciary
We’re obligated to act in your best interest, 100% of the time, every time.
Flexible
Your life is busy enough. We won’t ask you to take PTO or time away from your kids to meet with us. As a virtual planning service, we’re open when it’s convenient for you and we’re location agnostic.
