Beyond Financial Planning

At Beyond Financial Planning, your business comes first! We work with companies in the DC area to help increase employee financial wellness through education. According to a PWC 2019 study, the number one most desired benefit a company could provide for financial wellness is access to unbiased financial counselors. We work with companies to provide free recurring "Finance 101" learning programs to help increase employee happiness and lower distractions at work. Beyond Financial Planning, LLC is a registered investment adviser located in Bethesda, MD, and may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.