Matthew Pogirski

Advisor at Unburdened Financial Planning

Updated today
Unburdened Financial Planning logo

Firm

Unburdened Financial Planning

Location

Wasilla, AK

Credentials

CFP®, AAMS®

Industry experience

7 years

About

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours!

I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life.

I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do?

What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Charitable giving & philanthropy

Demographic focus

Christian Faith Based Gen Y/Millennials (Born 1980-1995)

Fee options

Fixed

Initial fees up to $1,800 (Essentials), $2,700 (Strategic), or $3,600 (Legacy); monthly fees up to $99, $199, or $299 respectively; Project-Based Financial Planning fixed fee range $1,000 to $5,000; Educational Seminars fees range from $0 to $5,000

Percentage

Retirement Plan Consulting fee of 0.30% annually (negotiable)

Project-based

Project-Based Financial Planning hourly rate of $300

Other

Fee-only: Fee-only firm; fees are fixed and recurring, no commissions accepted

Work history

Unburdened Financial Planning, LLC

2023 - Present (3 years)

Edward Jones

2018 - 2023 (5 years)

Friendship Village of Dublin

2016 - 2018 (2 years)

Cedarville University

2000 - 2016 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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