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THE PURPOSE: To help you make an informed decision about hiring me and evaluate the value of working together.
WHAT: A complimentary meeting where I’ll break down your current financial situation identifying areas of improvement and major pitfalls to avoid.
I’ll show you what you need to be aware of when it comes to maximizing your equity compensation and making the most of your newfound wealth.
WHO: I do my best work for professionals ages 25 – 40 who’ve experienced a windfall via equity compensation and are interested in pursuing financial independence.
No Cost or Obligation
I want you to know exactly how I can help you before you pay me a single dollar.
Gain Clarity
You’ll be provided with actionable steps to improve your financial situation.
15-Minute Call
The very first step is a 15-minute phone call.
Step #1: Schedule 15-Minute Phone call
A 15-minute phone call will give us both a chance to make sure your situation matches my expertise.
If I’m not the right financial planner to help you, I’ll happily point you to the right expert for your unique needs.
How Do I Know If I’m a Good Fit?
I’m a full-service financial planner who provides the greatest value to:
People who want to delegate all financial planning and investment management to an expert so they can focus on what matters most to them.
Still Have Questions? Keep Reading…
how does modern wealth builders make money?
Our firm is a commission-free (a.k.a. fee-only) financial planning and wealth management firm. The fee is dependent on your needs and complexity. It is not tied to the value of your investment portfolio.
Some financial advisors are compensated on commissions from the financial products they sell which may be hidden or create conflicts of interest.
One flat transparent fee includes the management of all your investment accounts + ongoing financial and tax planning. Our goal is to put you in a position to succeed based on your financial resources and long term goals.
Our ultimate goal is to make work optional for you by getting you in a position to be able to live off of your investment portfolio.
Scheduling you first phone call, and going through the Free Assessment will help you make an informed decision about hiring us.
Do you offer an hourly or one-time project fee option?
We do our best work with people who are looking for a long-term relationship. However, we do have a hourly and project based option for unique circumstances where it makes sense.
CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?
Absolutely! While many of our clients are located in the Greater Boston area, we work primarily virtually anyways.
We 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
There are three really important things about our firm that separates us from others:
1. We specialize in working with high earning young professionals. Most of the industry is geared towards working with retirees.
2. We limit the number of new clients we take on so that we can focus on delivering massive value and a personalized experience to the clients we’ve committed working with.
3. We invest in the latest in financial planning technology to make tracking the progress of your financial journey seamless and rewarding.
Why should i consider hiring modern wealth builders?
Great question! But first, let me explain why you shouldn’t hire us.
If you’re looking for an advisor who will try to “beat the market” and pick “the best” stocks, you’re in the wrong place. Why? Because we focus on the things that are in our control. Predicting where the stock market is headed, especially in the short term, is not something we can control.
However, if you’re interested in things like investing smartly to solidify your financial future, lowering your tax bill, and maintaining a spending plan, you’re in the right place.
Step #1: Schedule 15-Minute Phone call
A 15-minute phone call will give us both a chance to make sure your situation matches my expertise.
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