Skyview Financial Planning, LLC

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

 

 

 
 

The Skyview planning way

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

 
 
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Hi, my name is Donovan Sanchez.

 
 
 

In November 2018 I formed Skyview Financial Planning, LLC.

The firm is founded on the belief that financial advisors should be paid based on their knowledge, time, and skill, rather than their ability to sell a product, or how much money you choose to let them manage. With this belief in mind, financial planning and investment management services are provided through a flat annual fee paid on a quarterly basis.

To be clear, this firm isn’t for everyone. It’s primarily for those looking to offload their financial planning and investment management so that they can focus on 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 for a fair price, or simply want to explore what a partnership looks like, please schedule a free, no-obligation appointment through the link below.

Kindly,

Donovan