Mark Schweiss, CFP®, CPA Modern Dollar Planning
- 1807 Park Ave, St. Louis, MO 63104
- (314) 827-5852
- http://modern-dollar.com/
About Mark Schweiss, CFP®, CPA, CFA
After working in the CPA profession for the first 9 years of my professional career, I decided to change careers and become a financial planner. I passed the Certified Financial Planning (CFP) and the Chartered Financial Analyst (CFA) exams and have worked in the financial planning profession for over 20 years now.
Modern Dollar Planning opened its doors in 2015 and has been an XY Planning Member ever since. At Modern Dollar Planning, we assist busy executives, medical professionals and soon-to-be retired individuals with building out their financial goals and then helping them to achieve these goals through proactive financial advice. Our planning advice includes investment management, retirement, tax, cash flow, risk management and estate tax planning services.
Our structured financial planning process includes preparing a financial plan at the outset followed by semi-annual meetings thereafter to monitor and adapt your plan. Modern Dollar Planning’s financial planning process is comprehensive and gives our client’s financial peace of mind knowing that they are on the right track, the right trajectory and that they have a true advocate, a true Fiduciary working on their behalf.
Modern Dollar Planning also believes in fairness and transparency when it comes to how we charge our clients and that is why we charge a flat quarterly fee for our services.
Recently Published
What you need to know about the secure act 2.0
February 16, 2023The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act builds on the previously passed SECURE Act of 2019 and contains 92 new provisions promoting retirement savings, offering more retirement account flexibility and incentivizes businesses as it relates to offering retirement plans.
Uncle Sam and Your Venmo Account
December 8, 2022Congress has brought Benjamin Franklin’s quote front and center once again—Uncle Sam is now asking for visibility into your digital payment platform, such as Venmo or PayPal accounts.
Attitude is Everything
December 11, 2020Through many stressful and strenuous events over the course of my life, I’ve come to realize the importance of a positive ‘can do’ attitude and how it is so integral to your outcomes and experiences. This year, more than any other, has shined the spotlight on attitude and its importance on achieving a positive outcome.
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
- Business Executives
- Gen X
- Medical Professionals
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options
- Monthly Fee: $333+/mo
- Quarterly Fee: $1000+/qtr
- Flat Fee: $4000+/engagement
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.
