Fee-only financial planning for modern parenting.
Equity compensation, 529s, life insurance, emergency funds — everything feels urgent, but nothing feels clear. You need a financial partner who knows naptime is often the only time anything gets done.
Get expert, fee-only guidance built for dual incomes, stock options, and the real financial decisions parents face today.
Family Wealth Building Architecture™
Designed for: High-earning new parents who need clarity, not chaos
Your world changed the moment you became a parent. Your financial decisions now impact more than just you — they shape someone else's entire future.
You don't need more spreadsheets or generic advice. You need a comprehensive plan that actually fits modern family life. That’s exactly why we created our signature service, built to set you up for success with strategic, sustainable moves that compound for your family over time.
Here's what we’ll do together:
✅ Get organized and gain clarity: Every account, investment, and goal in one clear plan
✅ Simplify your cash flow: Know exactly where your money goes and how to make it work harder
✅ Minimize taxes, maximize growth: Optimize investments and reduce taxes year after year
✅ Protect what matters most: Comprehensive protection for your family's future
✅ Feel confident and empowered: Make decisions with calm clarity, not confusion or guesswork
Every engagement includes:
Initial plan and goal planning session
Complete financial plan with recommendations
6 planning meetings over 12 months plus:
Ongoing email access for questions
Ongoing guidance for updates and adjustments
Plus, a complimentary:
Estate plan (trust-based): A $599 value through our partnership with Trust & Will. Get your wills, guardianship documents, and trust structure in place — the paperwork that protects your kids no matter what.*
Personalized CPA referral: Connect with a trusted CPA who specializes in families like yours and understands complex tax situations.**
Your Investment: $1,500 upfront + $500/month for 12 months ($7,500 total)
The Dynamic FP Guarantee: Your positive experience is my priority. If you're not satisfied within the first 60 days, I'll refund everything — no questions asked.
What’s next?
In you complimentary 15-minute call, we'll discuss your financial concerns and determine if we're the right fit for your family.
No pressure, no sales pitch — just honest guidance about your next step.
Disclosures:
*Additional fees may apply for attorney support, notarization, or property retitling through Trust & Will.
**CPA services are billed separately and provided by a third party.
Dynamic FP receives no compensation for referrals or investment products.
Hi, I’m Anthony.
A Certified Financial Planner™ and father of three.
I get it. You're juggling unexpected pediatrician visits, childcare costs, wondering about saving for college, and trying to max out your benefits — all while running on less than three hours of sleep.
Most financial advice isn’t built for how families actually live. And most financial planners push decades-old advice and products that get them paid.
Fee-only planning prioritizes your family’s interests, not sales. Gain financial confidence and long-term clarity.
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