
CFPRIAMBAMSEE
Fee Structure
Hourly
$250/hr
About Me
I started my financial planning practice in 2004. Given that as an advice-only planner I have no control over the client's implementation of my recomemndations, I make sure that I explain, in detail, the reasoning behind my advice. My ideal client is anyone who is serious about taking control of their financial affairs and is not afraid of or embarassed by asking questions that may be relevant to their decision-making process.
Areas of Specialization
Investments
Retirement
Tax Strategies
Budgeting
Estate Planning
Ideal Clients
FIRE
Business Owners
High Earners ($250k - $500k)
Pre-Retirees
Retirees