Financial Guidance for Professionals
Eliminate student loans and invest in your future.
Welcome to Sunrise Personal Finance,
Sunrise follows three core practices:
Fee-only: This means I do not accept any commissions, because I want my interests to align with yours.
No Asset Minimum: I do not require any minimum net worth, because I want to make quality financial advice available to people in the “building” stage of their lives.
Dedicated Attention: I only accept a maximum of three new ongoing clients per month, because I want to make sure you receive the dedicated attention you deserve.
I look forward to talking soon,
-Joseph Schmidt
CERTIFIED FINANCIAL PLANNER™
Certified Student Loan Professional™
Certified Kingdom Advisor™
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We look forward to meeting and hearing your story.