Our Services
Holistic Financial Planning
Finances can be complex and interdependent. We see the whole board to identify risks and opportunities that professionals like attorneys or CPAs might miss. We coordinate with your entire financial team to achieve your best outcome.
Tax Aware Planning
By the time you send or upload your tax docs, it's often too late to change the outcome. Tax planning is making financial decisions today understanding how they will impact your taxes next April.
Ongoing Advice + Support
Continuous collaborative partnership as your life evolves. We track your progress and guide you every step of the way.
Customized Investments
Our investment strategies are tax-optimized and customized with your bigger picture in mind. We optimize your portfolio to your unique risk tolerance, tax situation, existing holdings, and personal values.
Solo Entrepreneurs + Freelancers
Whether you're just starting out or have worked for yourself for years, we can help with retirement plans, business entity decisions, insurance reviews and more.
Independent Fee-Only Fiduciary Advice
Independence
Integrity
Alignment
Being an independent fee-only financial advisor means we always act in your best interests.
We don't sell insurance, annuities or anything else. No one at Mindi Financial is paid commissions or referral fees, and we don't accept sponsorship or entertainment from third parties.
Our simple AUM fee means that we only benefit financially from our recommendations if your assets increase as a result.
As an independent firm, we have the freedom to truly customize your financial plan and investment management to how you want it.
Our Financial Planning Approach
Build Resilience
We start with risk because you can't be resilient if you aren't protected against losses that can set you back. The world can be unpredictable. Managing risk lets you stay in the game no matter what life throws at you.
Your Money
Your Decisions
Everyone's goals and priorities are different. Whether you want to FIRE, YOLO, HODL or VOO and chill, we're here to support you with investment management strategies designed for your unique worldview.
Find Freedom
You're the boss of you - your money shouldn't be. Anxiety about your finances can limit your choices and even lead to behaviors like over- or under-spending. Get the full picture of where you stand and what it will take to get you where you want to go so you can feel good about the financial choices you make today.