SERVICES
We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, we can help you get the right information so you can make the best decisions for your financial future.
Why You Should Consider a Financial Planner
In today's complex financial landscape, managing your finances effectively is more important than ever.
A financial planner can help you navigate life’s major decisions—whether it's buying a home, planning for retirement, or growing your investments—with personalized strategies tailored to your unique goals.
By working with a professional, you gain access to expert guidance that simplifies your finances, optimizes your wealth, and gives you confidence in your financial future.
Wide Range Of Financial Planning Services
We look at your whole financial picture, not just parts of it. All of our services come with client access to financial planning , as well as reporting and analysis. We pride ourselves on always being available to quickly address any changes in your financial needs.
Financial Planning
We offer comprehensive financial planning tailored to your needs, guiding you through goal setting, budgeting, and savings strategies. Our service ensures that all aspects of your financial life are integrated, providing clarity and confidence in your financial future. Whether addressing short-term targets or long-term aspirations, we're committed to your financial independence.
Investment Management
Our investment portfolios are carefully designed to help investors reduce risk, improve returns, and create a reliable income stream.
Retirement Planning
We help you develop a specific asset allocation and distribution strategy to help ensure your assets live as long as you do. In other words, we help turn your nest egg into a reliable income stream.
Education Planning
If paying for education – yours, a child’s, or a loved one’s – is among your financial goals, we can help you evaluate your options and make informed decisions about educational expenses.
Estate Planning & Tusts
We collaborate with a team of independent attorneys who draft custom trust and estate planning documents to help ensure your wishes are fully integrated with your financial plan.
Tax Planning
Without careful planning, it’s very possible to have a higher tax bill in retirement than as a working professional. Our tax planning services aim to help keep taxes low today and in retirement.
Insurance Optimization
Assess your risk tolerance and financial circumstances to determine the correct amount of insurance needed. By reviewing your current policies, we diagnose if you have gaps in your coverage or if you are overpaying.
Business Advisory
Our business advisory services are tailored to harmonize your personal financial goals with your business objectives. We provide extensive planning that encompasses tax strategies, pension planning, and business transition strategies, whether your goal is to maintain family ownership or to prepare for a liquidity event.
Outcome-Driven Financial Planning Tailored to Your Goals
At Wealth Habits, we understand that every financial journey is unique. That's why our approach is centered around strategic outcome planning—crafting personalized strategies that align with your specific objectives. Our Service Quadrant offers a comprehensive framework to help you navigate the key areas of financial planning, from balancing work and life to creating lasting comfort, protecting your family, and building a meaningful legacy.
Whether you’re looking to plan for the future, manage life's transitions, or secure the well-being of your loved ones, our goal is that every decision is guided by your desired outcomes. Explore how our tailored services can help you achieve financial confidence and peace of mind.
What Makes Wealth Habits Unique?
Nationwide Service: As a fully remote financial advisory, I offer expert financial guidance across the U.S., ensuring geography isn’t a barrier to quality advice.
Personalized Planning: You will work directly with me, your dedicated financial planner, fostering a personalized relationship built on trust and transparency.
Inclusive Service: I work with clients from all walks of life and welcome diverse lifestyles. Whether you are a married couple or partners sharing a life, I provide tailored advice to help manage your finances together effectively.
Modern Expertise: With a deep understanding of modern, nomadic lifestyles and their tax implications, I specialize in tailored financial strategies for each client’s unique needs.
Comprehensive Experience: My expertise spans financial planning, investment management, and complex tax considerations, equipped to handle the intricacies of both the stock market and modern life’s volatility.
Technology-Driven: Passionate about utilizing a cutting-edge tech stack, I aim to provide a seamless client experience, especially striving to exceed the expectations of UI and UX professionals.
Specialized Knowledge: Well-versed in the complexities surrounding equity compensation and state tax laws, particularly in New York and California, I guide clients through significant financial decisions and life milestones.
How does Wealth Habits compare to other firms?
When it comes to financial planning, not all firms are created equal. At Wealth Habits, we go beyond the standard offerings to provide comprehensive, personalized services that cover every aspect of your financial life. Our approach is designed to address the unique needs of our clients, offering services that many other advisors and robo-advisors simply don't.
