• Next Gen Financial Planning

    • Financial Planning
    2305 Meade Avenue, Suite #1
    San Diego, CA 92116
    (760) 683-4666
    Hours:
    By appointment. Head to www.NextGenFinancialPlanning.com/Schedule or contact me by phone or email

    About Us

    Next Gen Financial Planning is an independent fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance read more
    • About

      Next Gen Financial Planning is an independent fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We can help you answer questions that you’ve been wondering about such as:

      - What do I want my future to look like, and what role do my financial decisions play as I design my ideal life?
      - I just had a baby, should I start saving for their college education? If so, how?
      - What’s the best way to balance paying down my debt while trying to save for the future?
      - Should I refinance or consolidate my student loans? How do special student loan programs like PSLF, PAYE, and ICR work?
      - I’m thinking about a major life change like getting married or starting a business. How does that affect my finances?
      - It’s open enrollment time at my company and the options are overwhelming. How do I know which selections to make to maximize my employee benefits?
      - I want to save for retirement, but how do I know how much I need to contribute or which funds to invest in?
      - I haven’t looked at my life, auto, or home insurance policies since buying them several years ago. Do I have the right coverage for me, and am I paying too much?
      - I just received a big bonus at work! Should I invest it, pay down my mortgage, or take that Caribbean dive trip?

      Being fee-only means that we don't receive any kinds of commissions for the recommendations we make, so you can have confidence that we're always acting in your best interest. LGBT+ friendly

    • Whom to Contact

      • Steven Fox
        Founder
        2305 Meade Avenue, Suite #1
        San Diego, CA 92116
        Phone: (760) 683-4666
    • Directions

      Located at 2305 Meade Ave between North Park and University Heights. Easy access from I-8, CA-163, and I-805