Financial Planning (Fee-Only / FIxed-Fee) For Millennial Tech Professionals:
Equity Comp Guidance, invest Tax-Efficiently, And Plan For FI
Committed To Acting In Your Best Interests
Being a fiduciary means I’m held to a higher legal standard and am required to ALWAYS provide advice in your best interest.
I’m advice focused and never sell commission-based financial products.
Furthermore, I only charge a fixed fee, meaning I’m not incentivized to try and “gather your assets.”
I'm Here to Listen And Help You Understand Tradeoffs
I’ll show you how to quantify tradeoffs on the path to financial independence.
By getting intentional and focused on money decisions, you can have peace of mind knowing you’re putting yourself in a position to succeed.
I Provide Unlimited 1-on-1 client support
You always work and communicate directly with me. I’m always available for unexpected needs that come up in between regularly scheduled meetings.
I'm A CERTIFIED FINANCIAL PLANNER™
Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
I'm A Fixed-Fee Financial Advisor
One advisory fee includes all wealth management and financial planning services. You’ll always know what you’re paying and what you’re paying for.
I’m proud to partner with Altruist to provide the clients I serve with an incredible experience with their money.
With Altruist, clients can open and fund accounts all on their phone through an easy-to-use mobile app, while monitoring their investments for transparency and control.
Altruist Corp is the firm that I use to custody client assets. Altruist Corp and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.
Still have questions? Keep reading…
how are you compensated?
My firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm.
The annual fee currently ranges from $4800 to $12000 (0.5% of net worth).
Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.
One fee includes the management of all your investment accounts + ongoing financial and tax planning.
My goal is to help you pursue autonomy, maximize your equity compensation, and sustain financial independence.
Do you offer an hourly or one-time project fee option?
While I don’t offer hourly or project engagements, my services are quarter to quarter.
All I ask is that you commit to a full year of financial planning if you decide to move forward.
CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?
Absolutely! While many of my clients are located in the Greater Boston area, I work primarily virtually.
I currently serve clients from all over the country.
I utilize the latest in financial planning technology and video conferencing for hosting ongoing client meetings.
Meeting virtually is a great way to make the most of our time together.
How are you different than other financial advisors
1. I specialize in working with tech professionals ages 25 – 40 seeking equity comp guidance and tax planning.
2. I limit the number of clients I take on (50 households max at any time) so that I can focus on delivering a personalized experience to the clients I’ve committed to working with.
3. I’m a fixed-fee advisor meaning my compensation does not increase as your assets grow.
Why should I Work With You?
I’ve structured my practice to provide maximum value at a fair price.
You won’t find this level of personalized service, holistic solutions, and financial planning tech anywhere else 🙂
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