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At Modern Dollar Planning, we place great value in the quality of our relationship with you. We help exceptional people lead their best lives through fee-only financial planning. We want you to be confident that our only incentive is to do what is in your best interest. Our fee-only compensation model means we receive payment for our services from only one source: you. As a fee-only, independent advisory firm, we have no proprietary products to offer, receive no kickbacks or commissions, and have no quotas to meet.
We integrate investment advising, tax , cash flow, student loan, and retirement planning, and employee benefits consultation into a robust approach on how to handle your wealth and finances. Your investment portfolio will align with your risk profile and time horizon, well-tailored to help you achieve your life goals. Our objective is to consistently and efficiently capture market returns so we will diversify your investment portfolio across multiple asset classes.
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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.
You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.
No, you don’t have to create an account. But there are a few advantages if you create an account.
You never have to enter your billing and shipping address again
Find all of your orders, subscriptions and addresses in your account
Download invoices of your orders
No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.
From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.