There is No Better Time Than Now

Working with young professionals is a priority at Essential Planners. We know the best time to begin financial planning is earlier rather than later. Why? Because the earlier you begin making good financial decisions, your chance of achieving your financial goals skyrockets!

Professional Advice Matters

We believe your financial plan should be as unique as you are and receiving guidance from a professional advisor can be invaluable in assisting you to achieve your goals.

Why Us?

Why should you consider working with us? Our advisors understand your needs because we are you. Essential Planners has been serving NexGen clients for many years - especially the children and grandchildren of our clients. We are well-versed in helping individuals like you make the right decisions and create a financial foundation that will prepare you for life.

Personalized for Your Success

Our personalized process allows us to work together to design advice to fit your needs. At the same time, we develop a well-defined implementation plan to help you stay on course. When your situation changes, and it will, we work together to create updates and alternatives.

When we begin working together, the first step is to help you organize and simplify your finances. Together, we then prioritize the most important areas of planning for your situation and work collaboratively to come up with various solutions. Some examples include student loans, budgeting, investing, making large purchases, selecting insurance and company benefits, tax planning, and getting you on track to achieving financial independence (our term for reaching the point where you no longer have to work).

Flat Fee Arrangement

One more important thing, we do not get paid by commissions or a percentage of your investment accounts like most advisory firms in our industry. We chose to be compensated with a flat fee that is based on the amount of work we do for you. We believe this method best aligns us to provide you with our best advice and eliminates the potential of overcharging for our services. (Download our free report from our Home page for more information on why many investors end up overpaying for services.)

If you are the right fit for us, we could literally change your life!