58
Growth Score
pts
Heat Score
-17 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2411790
Modern Financial Planning offers tailored financial advice for tech professionals and young families.
- Bryan Hasling: Financial Planner
About the Company
Modern Financial Planning specializes in providing financial planning services tailored to young families and technology professionals. The company focuses on helping clients achieve wealth according to their own definitions, with a particular emphasis on navigating the complexities of stock options and Restricted Stock Units (RSUs). Services
include retirement planning, tax optimization, and investment management. Modern Financial Planning prides itself on building strategies that align with clients' unique financial goals, emphasizing personalized advice and planning for financial independence.
