You've been referred -- and you're in the right place!

Life's busy. But your finances deserve attention.

If someone you trust referred you here, it's because they know we help people just like you -- high-earning couples in their 30s and 40s.

Whether you're navigating career changes, growing your family, building wealth, or just getting ahead of the stress, we're here to help you get organized, focused, and moving forward.

This is your invitation to pause and plan.

Our consultations are relaxed and zero-pressure conversations. You'll get practical insights and clear next steps tailored to where you are right now -- not generic advice.

We know how to meet you where you are:

You're successful but stretched thin.
You want to make smart decisions, not just react.
You're ready for more structure and a lot more peace of mind.


Let's talk. No cost. No pressure. Just real value. 👇
Start Here!

P.S. You may have already heard a little bit about what we do and how we do it. In case you want to learn more, we've summarized our service offering, who we work with, and information about our firm below. Take a peek!

Our Clients

The average age of our clients is 41. That’s pretty young for a financial planning firm. Why? We created our business to specifically work with clients in their 30s and 40s. Our clients are entering their peak income years and looking for guidance and accountability while navigating all of the financial complexities of life including cash flow planning, managing stock compensation, tax planning, creating a household investment strategy, planning for kids, and helping our aging parents. Phew! Our clients know the importance of starting early and are comfortable seeking guidance. Most importantly, our clients are great people!

Our Service

We meet with clients over 3-4 structured 1-hour meetings per year. Our calendar is available for emails and video calls as needed outside of our structured visits. For example, if you are negotiating a salary for a new position, you can book 30 minutes with us to help develop a strategy to negotiate total compensation and company benefits. We meet with our clients 3 times in the first 90 days to onboard. The meetings are structured to first discuss your values, then your cash flow and balance sheet, and lastly your investments. Our goal is to help you define the purpose of the wealth you are creating. We get closer to that definition every meeting. 🙂

Our Firm

Fyooz Financial Planning is a fee-only financial planning firm. That means we do not make money on products sold or commission earned. You do not need to worry about coming to our meetings and feeling like we are going to “pitch” you something. That’s not how we do business. We structured Fyooz Financial Planning this way in order to provide our generation with transparent financial guidance. Our company has been mentioned in media publications such as The New York Times, CNN, Wall Street Journal, and more! Check out our featured articles section.

Start your financial
journey now

Our goal is to help you understand how your asset allocation, tax allocation, and investment selections impact your financial goals. We actively manage our clients' investments. It's time to get serious about your money, together.
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