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:

• You are currently working, but could see yourself retiring in the next 5-10 years and need help planning for that transition
• Young families figuring out how to balance mortgage payments, saving for kids’ education and ensuring their build a solid foundation for their future
• Business owners requiring guidance on the nuances of their corporation. And ensuring they get as much $$ in their personal hands vs. the corporation