Concurrent Financial Planning

Frequently Asked Questions

Before sending a message with your specific questions, take a look at the FAQs we’ve compiled – there might already be an answer waiting for you! Of course if something still stumps you or requires more personalized advice, don’t hesitate to reach out or set up a call so we can make sure all of YOUR needs are taken care of.

We chose the name Concurrent to infuse your financial planning process with the Life Money Balance® philosophy. Let your life lead your money, not your money lead your life, so your life and money work concurrently to help you create your life design and achieve financial freedom.

We help affluent and abundant-minded Gen Xs build wealth to maximize their lifestyle now and optimize their future retirement with confidence.

  • “6 to 7“ Households with high six-figure incomes earning $250,000+ building wealth towards a seven-figure net worth. HENRYs—High-income-not-rich-yet.
  • “6 and 7” Households with high six-figure incomes earning $250,000+ and holding a seven-figure net worth.
  • “7 and 7” Households having seven-figure earnings and net worth and beyond.
Yes, we find that late-stage Millenials, pre and early-post-retirees meeting the affluent, abundant, collaborator mindset find value in our services.
We take being stewards of your life and finances journey seriously. As a fiduciary firm, your best interests always come first.

We are a fee-based firm. This means we offer transparent fees for financial advice, risk management insurance solutions, and investment management. You have the freedom to select one or a combination of services.  

No, you have transferring freedom. However, organizing your investments in one place helps you improve your investment organization and reduce anxiety from disjointed accounts. We deliver better management efficiency and service quality by offering an ultra-modern, easy-access tech Alturist Investment Platform. Making it easy to monitor everything in one place!

Have a different question? Email us at contact@concurrentfp.com

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Create your life’s design by aligning your aspirations with your finances. Use ideal financial advice to build wealth and achieve financial freedom with confidence.

Maximize your lifestyle now AND optimize your retirement future.