Financial Planning

We sit down with you to evaluate all aspects of your financial life and identify your current and potential goals. Then we work with you to create strategies and a customized blueprint to help you prepare for those goals every step of the way.

Saving is one of the important keys to achieving financial independence. While the earlier you get started, the better, it’s never too late to put your money to work for you and let your savings grow. We create a budget customized for your income and specific needs that will help you meet your short- and long-term financial goals while saving and investing wisely to help that money grow for you.

Click to see how we help you with other important aspects of Financial Planning, including Tax Planning (something many other Financial Planners overlook) and Investment Management.

And click here to get started with a free consultation about our Financial Planning strategies.


Work With Us

with us

We at Sherman Wealth Management want to work with you to make your goals and needs a reality. Whether you’re located in Maryland or Washington, DC, or if you’re across the country or world, we offer a complimentary 30-minute introductory call where we review your portfolio and financial goals and discuss ideas to get you on track to meeting those goals.