Spend your time on what matters most.
Financial clarity for parents in the thick of it who are ready to stop stressing and start living more intentionally.
PHILOSOPHY
Money is a tool. Time is your most precious asset.
Most financial planning is focused on a number in the future. I'd rather focus on the life you're living right now.
​​
When you stop obsessing over the "someday" and start looking at today, you realize money's true value is freedom. The freedom to control your time and do what matters most to you.
​​​
For parents in the middle of busy careers and family life, that freedom lets you prioritize your health and your relationships, and live by your values. ​That's the path to a happy and fulfilling life today, not just in the distance.
​
This is why I do things differently.
​​
Yes, I focus on helping you grow your money (if that's your goal). But I care way more about how you use that money 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
True Partnership
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."
​
-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."
​
-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."
​
-Paul S.