Future Proof financial is a flat-fee financial planning firm
While working in the traditional wealth management industry, which typically caters to high net worth individuals. There was a realization that there was a need for good, solid, conflict free financial advice. Regardless of how much money you have to invest. This is what led to the formation of Future Proof Financial.
There is no “exact client” we serve their are unique considerations depending on the individual client. The most common client scenarios we work on are:
The first call is free to see if we might be a good match for you and your financial goals