Financial Guidance for Professionals

Eliminate student loans and invest in your future.

Welcome to Sunrise Personal Finance,

Sunrise follows three core practices:

  1. Fee-only: This means I do not accept any commissions, because I want my interests to align with yours.

  2. 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.

  3. 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.