FSA Next

Who?

Who does FSA Next serve?

FSA Next is for younger families and individuals who are looking for help with investing and planning for the future.
The typical Nexter’s primary goal is accumulating assets, with an emphasis on the following:

Paying Down Student Loans & Other Debts

Cash Flow/Budget Planning

Growth-Focused Investing

Survivor Needs Analysis

Planning for Children’s Education

Basic Tax and Estate Planning

Why?

By starting early, we can spend more time focusing on goals that add to your quality of life, rather than looking for things to cut out.

What?

What is the FSA Next experience? 

Step 1: 30-Minute Complimentary Consultation

Our first discussion gives us the opportunity to get to know each other.  We do an assessment of where you are relative to your short- and long-term goals.  We listen to your concerns, ask a lot of questions, and try to gain an understanding of how we can add value to your current situation.

Step 2: Personal Financial Analysis (PFA) – $1,500

The PFA is an in-depth analysis of your financial situation. Together we will evaluate the likelihood of you hitting your financial targets. If adjustments need to be made, we can assist in developing a strategy to get you on track towards achieving those goals.

Step 3: Ongoing Coaching & Investment Management -$1,800 per year + 1% of Assets Under Management

Younger individuals generally experience a number of transitions both personally and professionally.  The choices you make during this time will dictate the lifestyle you will be able to live throughout the course of your life.  Once you complete the PFA, we can provide you with ongoing access to your personal financial advisor who can help you navigate these changes and aid in decision-making.  In addition to having your “coach” as a part of your team, you may receive the following services:

  • Investment Management
  • Regular PFA Updates
  • Access to Your Online Financial Plan

How?

Discipline = Freedom

FSA Next believes a disciplined approach to savings and investing,
combined with well-defined goals and a long-term time horizon,
gives you the best chance of achieving financial freedom.

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Take advantage of long time horizons

Just like aiming an arrow toward a target, small adjustments at the start can have a dramatic impact on where you land in the future.

 

 

Develop Your Goals

At FSA Next, we want to make sure that you are set up to hit your financial targets by letting time work for you. Studies have shown when you develop your goals with specific criteria in mind, your chance of success increases.

Leverage the advice of experts

No one has time to be an expert in everything. Partner with a CERTIFIED FINANCIAL PLANNER™ professional at FSA to develop a strategy that will give you the best chance at achieving your financial goals.

Reach Out to FSA Next

Schedule a complimentary 30-minute consultation. FSA excels at helping people achieve the financial security and freedom to do more.

Contact Us

Let Our Team Help You

Kim Scott, CFP®

Senior Financial Advisor

Kim provides financial planning & advising services.

Kim earned her degree in finance from Virginia Tech with a concentration in financial planning and has been advising clients since 2010.

As a CERTIFIED FINANCIAL PLANNER™ professional, Kim is passionate about helping people reach their goals and achieve financial security. She takes great pride in helping families and business owners through retirement planning, education planning, investment planning, and estate planning.

Kim actively participates in pro bono work and enjoys spending her time mentoring financial planning students from her alma mater. She is also very involved with the NexGen community of the Financial Planning Association on a local and national level. In her spare time, Kim is an avid traveler and the office adrenaline junkie. She enjoys being outdoors, running, playing volleyball, doing CrossFit, and dancing.

Brooke Bors, CFP®,CLU®

Financial Advisor

Brooke provides financial planning and advising services.

Brooke earned degrees in English and Economics from Gettysburg College and has been advising clients since 2012.

As a CERTIFIED FINANCIAL PLANNER™ professional, Brooke strives to utilize her knowledge to help clients achieve financial freedom through proper planning, saving, and investing.

Outside of FSA, Brooke is an after-school tutor for elementary and middle school children. In her spare time, Brooke enjoys reading, playing volleyball, and spending time with family — especially with her two Labrador retrievers, Duncan and Parker.

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Rockville, MD Location

Disclosures:
Financial Services Advisory, Inc. 
(“Company”) is an SEC-registered investment advisor located in Rockville, Maryland. Company and its advisors are in compliance with current filing requirements imposed upon SEC-registered investment advisory firms and by those states in which Company maintains clients. Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Read More

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