I'm the founder of Modern Wealth Builders, a financial planning firm dedicated to helping equity compensated professionals invest smarter, optimize taxes, and plan for financial independence. My mission is to help people identify what truly matters to them and show them how to use their money to create the life they want.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually. Review our case studies if you're interested in getting an in-depth description of the types of clients we do our best work for. CFP Pro | Helping equity compensated employees optimize taxes and plan for financial independence.
While I meet with clients in-person when convenient (and when not in a pandemic), I primarily meet with clients virtually. Review our case studies if you're interested in getting an in-depth description of the types of clients we do our best work for. CFP Pro | Helping equity compensated employees optimize taxes and plan for financial independence.
Services
Insights
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It can be overwhelming when you first start to receive equity compensation, especially if you're working for a startup or a smaller company where they don't have the resources to provide you education on maximizing your equity compensation. From taxes to financial. Here are three times when you should consider working with a financial planner: #1 - You have a major life transition (marriage, divorce, children).
Podcast
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Planning strategies for doing more with your money on the path to financial independence. The DO MORE WITH YOUR MONEY podcast will teach you how to optimize taxes, invest strategically, and plan for financial independence. CFP Pro and fiduciary Financial Planner TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and early retirement.
Pricing
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One flat fee includes financial planning, tax planning, and management of your investment accounts. Have peace of mind knowing your money stays with an established institution you can trust:. TD Ameritrade, Inc. is the firm that I use to custody client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other's services or policies.
The Case Studies
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Katherine and Eric both have established careers. They just sold their condo in the city and moved to the suburbs, where they bought a home with a yard for the kids. Katherine and Eric are both working professionals interested in seeking a better work-life balance to spend more time with the family.
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