Donovan Sanchez, CFP® Skyview Financial Planning, LLC
- Virtual,
- (309) 839-9494
- http://www.skyviewplanning.com/
About Donovan Sanchez, CFP®
Skyview Financial Planning, LLC is founded on the belief that financial advisors should be paid based on their knowledge, time, and skill, rather than their ability to sell a product, or how much money you choose to let them manage. With this belief in mind, financial planning and investment management services are provided through a flat annual fee paid on a quarterly basis.
Services are primarily suited for those looking to offload their financial planning and investment management so that they can focus on that which brings them greater satisfaction and fulfillment in life.
Skyview Financial Planning, LLC works with physicians on a virtual basis throughout the United States.
If you’re interested in independent advice for a fair price, or simply want to explore what a partnership looks like, please schedule a free, no-obligation appointment.
Sincerely,
Donovan
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Medical Professionals
Ways Advisor Charges
- Flat Fee
Fee Options
- Flat Fee: $4,800
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
