NOT Your Father's Financial Advisor
We are a modern financial planning firm for H.E.N.R.Y.s™ [High Earners, Not Rich Yet]. Our experts help you better understand how to be money savvy, build a personalized financial game plan to achieve the lifestyle you want, and do it with the least amount of compromise. We've made financial planning more attainable for our generation because the truth is, the earlier you start, the more successful you'll be - even if you start with nothing (or in the hole!).
WHAT WE DON'T DO:
It's time to think differently about your money.
If you've ever wondered "Is there anything else I should be doing to be smarter with my money?", we got you! We'll make sure you're checking all the right boxes and not missing a single opportunity to be smarter with your money.
You make good money, you should have something to show for it!
STASH PLAN™
ONE-TIME FEE: $997
- Evaluate your current situation
- Optimize credit cards, student loans, 401(k), stock options, emergency fund, etc
- Uncover your financial goals
- Help you automate your savings
- Consolidate your financial accounts
- Develop an investment strategy to make your money work harder for you
- Answer all your money-related questions, including how to save on taxes.
STASH PLAN™
ONE-TIME FEE: $1597
- All Stash Plan™ features
- Strategize for taxes and maximizing deductions
- Evaluate bank/credit card accounts
- Review business structure/legalities
- Discuss managing unpredictable income
- Factor your business into your personal financial plan
- Assess profitability and how to pay yourself a consistent income
Is the Stash Plan™
right for me?
Take the quiz or schedule a complimentary call with a Stash expert to find out.
We work with clients across the country
Planning eliminates the need to keep your fingers crossed.
Plan for the future. Don’t compromise today.
