Next Gen Financial Planning is a fee-only financial planning firm in San Diego, California, serving clients locally and also nationwide through virtual meetings. We specialize in helping high-earning professionals in their 20's-40's make better financial decisions, and teach them to use money as a tool to balance today's pressing needs with tomorrow's dreams.
What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?. I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?. I haven't looked at my life, auto, or home insurance policies since buying them several years ago.
What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?. I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?. I haven't looked at my life, auto, or home insurance policies since buying them several years ago.
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Please select the appropriate appointment type below and find whatever time works best for you. We can meet at our office in San Diego, do an online video chat, or talk on the phone. If you are a new potential client, please note that you'll be meeting with Rafael or Mike since Steven has reached capacity and is not currently accepting new clients.
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