I help you get the most out of life with your money.
Financial planning for business owners and professionals navigating mid-life.
PHILOSOPHY
Money can't buy happiness. At least not directly.
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But it can buy freedom. The freedom to control your time and do what matters most to you.
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Use this freedom to live by your values, maximize your health, spend time with people you love, and do something that gives you purpose, and you are likely to find your path towards a happy and fulfilling life.
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This is why I do things differently.
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I do focus on helping you grow your money, but even more on how you can use that money as a tool to get the most out of your life.
Helping you on this journey is what drives me every day. It’s what gives me purpose.
NOT YOUR TYPICAL FINANCIAL PLANNER
More Than Money
Focused on maximizing your life, not just your money
Holistic Advice
A partner for every area of your financial life and every big financial decision
In It Together
My family’s money is in the same investments as my clients
More Impact
Deliberately working with fewer clients so I can spend more time with you
Simplicty
From how we communicate to how we plan, there’s no unnecessary complexity
Sensible Fee Structure
One all-inclusive fee that's simple, clear, and fair
HEAR FROM MY CLIENTS
"Sanay's deep knowledge of all things financial has been instrumental in helping us get our financial world in order and we're now in a place to get to the next level."
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-Guy C.
"Sanay is an excellent partner who has been a steady hand in guiding all aspects of our finances -- from taxes to investments to kids credit. He is thoughtful, practical, and has given us a ton of confidence in our big picture goals."
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-Cindy D.
"Sanay possesses a remarkable ability to make complex financial topics and strategies both clear and actionable. His perspective is both comprehensive and forward-thinking. In short, I can't recommend Sanay more highly."
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-Paul S.