Services
Holistic Financial Planning
Investments shouldn't be made in a vacuum. Seeing your whole financial picture lets us identify risks and opportunities that professionals like attorneys or CPAs might miss. I coordinate with your entire financial team to achieve your best outcome.
Customized Investments
Mindi investment strategies are tax-optimized and customized with your bigger picture in mind. Your portfolio is optimized to your unique risk tolerance, existing holdings and values and then managed with your tax and planning considerations in mind.
Tax Aware Planning
By the time filing season comes around, it's often too late to change the outcome. Tax planning is making decisions today understanding how they will impact your taxes next year and beyond.
Solo Entrepreneurs + Freelancers
Whether you're just starting out or have worked for yourself for years, I can help you establish a retirement plan, review your insurance coverage, make entity decisions and more.
Ongoing Advice + Support
Continuous collaborative partnership as your life evolves. I track your progress and guide you every step of the way. And when life throws you a curveball, a financial professional who already knows you is just a phone call away.
Independent Fee-Only Fiduciary Financial Advisor
Independence
Integrity
Alignment
Being an independent fee-only financial advisor means I must always act in your best interests.
I don't sell insurance, annuities or anything else. I don't receive commissions or referral fees, and I don't accept sponsorship or entertainment from third parties.
Charging a fee based on AUM means that I only benefit financially from my recommendations if your assets increase as a result.
As an independent advisor, I have the freedom to truly customize your financial plan and investment management to how you want it and what is right for you.
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, I'm 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.
Get in Touch
Ready to build financial resilience by working with a fee only fiduciary financial advisor? Send an email, fill out the form or book a no obligation intro call to learn more about how we can work together.
info@mindifinancial.com
+1 (845) 208-9835