Joseph Schmidt, CFP® Sunrise Personal Finance, LLC
- 105 Brook Ridge Pl., Forest, VA 24551
- (540) 425-3273
- https://www.sunrisepf.com/
About Joseph Schmidt, CFP®
I entered the financial planning field, because I wanted to enable people to overcome obstacles and live fulfilling lives. I began work at an advisory firm in Southwest Virginia, where I served young couples starting families and paying off student loans, middle-aged spouses wondering when they should retire, and grandparents wanting to enjoy time with their children and provide for the grandchildren’s future. Of all these groups, I felt a deep sense of connection with couples and young families.
Both couples and young families face a multitude of difficult decisions. These include choosing how to structure their wills, how to invest and reduce taxes, how much life insurance to buy, and how to pay off debts efficiently.
With the challenges of serving young families come great rewards though! It’s incredible to see new parents welcome children into the world, watch debts dwindle away or receive forgiveness, and build strong foundations for the future. I love empowering spouses to care for each other and their children well and to feel excited about their futures.
The Start of Sunrise Personal Finance…
Because of the challenges and joys I witnessed serving couples and young families, I launched Sunrise Personal Finance in 2022 to provide excellent financial planning services built for them. I meet with clients at flexible times. I know most couples want to meet with me together, but some can only find time after putting the children to bed. My dream is to help many more families overcome obstacles and live the lives they love.
I look forward to meeting you soon and hearing about your story.
-Joseph Schmidt CFP®, MBA
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.
Ideal Clients
- Gen Y/Millennials
- Newlywed/engaged
- Student Loan Debt
- Young Families
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $600+/qtr
- Flat Fee: $600+/engagement
- Hourly Fee: $200+/hr
- Assets Under Management: 1.00%
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.
