Flat-Fee Financial Planning for Married Professionals in the DC Metro

Fee‑only, fiduciary advice from a CFP®—simple pricing, ongoing guidance, and a plan you can trust

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Who we help

 

  • Married professionals balancing careers, kids, and competing priorities

  • DC- area families coordinating Maryland/DC/Virginia taxes and benefits

  • Savers who prefer transparent, flat fees over asset-based percentages

services snapshot

Low‑cost, globally diversified portfolios aligned to your plan—plus behavioral coaching. Explore our investment management approach.

Ongoing, comprehensive planning with clear scope, tax‑smart strategies, and progress check‑ins. Learn more about flat‑fee financial planning.

why flat-fee and fee-only?

You deserve fiduciary advice without hidden incentives. Our fee is a transparent annual flat amount—no commissions and no percentage of assets—so our recommendations align with your best interests.

how it works

 

  • Introductory Call (30-45 minutes): Identify fit

  • Plan & Implement: Build plan and align investments

  • Ongoing Guidance: Regular check-ins and updates as life evolves

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OnPlane Financial Advisors LLC (“OPFA LLC”) is a registered investment adviser offering advisory services in the State(s) of Maryland and Virginia, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OPFA LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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