Will you be ok?
I help busy parents like you answer that question, so you don't have to wait until retirement to actually live your life.
PHILOSOPHY
We can almost always make more money. But we can never get this time back.
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Most financial planning is focused on a number in the future. The life you're living right now matters just as much.
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The best financial plan focuses on both - it builds toward your future and makes your life better today. For parents juggling kids and busy careers, that means real freedom: control over your time to spend it on what matters most to you - today, not just someday.
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This is why I do things differently.
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Yes, I help you grow your wealth and make smart financial decisions. But I'm not here to maximize your net worth.
I'm here to maximize your life.
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
Simplicity
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.