Skyview Financial Planning, LLC

Financial planning for physicians who believe in independent advice at a fair price.

 
 
 

skyview financial planning

Helping you live your values today while responsibly planning for tomorrow.

 
 

 

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Hi, my name is Donovan Sanchez…

 
 

In October 2018 I resigned from a rapidly growing financial planning firm to form Skyview Financial Planning, LLC.

I was motivated by a belief that clients are better served when their advisor’s compensation is not tied to product sales or investment assets under management.

Let me explain.

Generally speaking, financial advisors are compensated based on their ability to sell a product for a commission, or based on a fee extracted from the money that you choose to invest with them. I struggle to see how either of these compensation models are good for the client. There are obvious conflicts of interest generated from commission-based relationships with financial professionals. Those advisors need to eat and take care of their families, so they’re likely to find creative reasons why you should buy the product they sell, even if you don’t need a product solution in the first place.

A fee based on investments under management is an improvement in comparison to commissions, but the amount you pay continues to grow with your portfolio. I simply don’t believe that you should pay more for the same service just because your assets have increased in value.

Skyview Financial Planning, LLC is founded on the belief that financial advisors should be paid based on their knowledge, skill, and time, rather than their ability to sell a product, or how much money you choose to let them manage.

To be clear, this firm isn’t for everyone. It is primarily for those looking to offload their financial planning and investment management so that they can focus on the things that bring them greater satisfaction and fulfillment in life.

Skyview Financial Planning, LLC works with physicians on a virtual basis throughout the United States.

If you’re interested in independent advice at a fair price, or simply want to explore what a partnership looks like, please schedule a free, no-obligation appointment through the link below.

Warm regards,

Donovan