Welcome to District Financial Planning, your partner for financial guidance since 2011. Located in Silver Spring, Maryland, our practice is 100% virtual, making our services accessible to anyone who believes they can benefit from our expertise.
At District Financial Planning, we understand that you're entrusting us with significant aspects of your life. We take that responsibility seriously and are dedicated to getting everything right, from the very big to the very small. Our team strives to let nothing slip through the cracks. If we commit to something, consider it done.
We believe in providing honest and transparent advice to our clients. If we think a particular plan is a bad idea, we'll be the first to tell you. To us, sugarcoating helps no one, and we want to ensure that you make the best decisions for your financial future.
Navigating the financial world can be confusing, especially with all the industry jargon and technical terms. At District Financial Planning, our goal is to cut through that noise and provide clear, concise guidance. We won't add to the confusion; instead, we'll break down complex concepts into understandable language, empowering you to make informed decisions.
Please feel free to take a look at our services page to find out more about how you can feel comfortable and confident about your financial future. We're here to help you every step of the way.
LPL Financial Advisor
Jeff is Virginia native with almost two decades of financial planning experience. In 2007, Jeff was recruited to the D.C. area to lead a team of new financial advisors, where he learned that his passion was working with people...
Client Services Associate
For over a decade, Becky has helped start-ups, non-profits and government agencies effectively nurture client relationships with visual communications and customer-related administrative functions. She has advised clients in the...