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!

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. 🙂

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.