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About SharpEdge Financial

SharpEdge Financial was founded with the belief that a relationship with a financial planner should not be contingent upon buying a financial product or investing money. Rather, the relationship should be tailored to the client’s need at that specific point in time. In other words, whatever is most important to you is most important to us. As an independent, fee-only Registered Investment Adviser, we have the capability to provide a unique approach to financial planning that matches the ever-changing needs of our clients. Our primary focus is to provide financial planning services to Millennial and Gen Z attorneys. We help our clients in the following areas of your financial plan: -Budgeting/cash flow planning -Debt management -Student loan management -Retirement planning -Education funding planning -Major purchase planning (e.g., buying a house) -Career transition planning -Insurance planning -Employee benefits selection -Tax planning* -Wills, trusts, and estate documents planning* *We do not provide tax or legal advice. Rather, we work with your legal or tax adviser to help you achieve your goals. For more information about our services and pricing, please visit https://sharpedgefinancial.com/services-pricing/

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