Financial Boss
5.0
Fee-only fiduciary helping tech enthusiasts plan and finance their best life by applying Agile methods to financial planning while personalizing the experience by interacting with chatbots.
About
Financial Boss is a fee-only financial fiduciary serving mid-career Millennial professionals looking to optimize their cashflow, align their money with their values, and retire early. Our typical clients are mid-30s to 40s families with a home and income over $180,000 who lack time to handle their increasingly complex financial life on their own.
We practice financial life planning and behavioral coaching, encourage aligning investments with values through ESG portfolios, and prioritize communication via videoconference, email, and text. Our process includes a 3-step onboarding: submit form, link accounts, and create a baseline.
Services
Financial Planning
Optimize cashflow, align money with values, and retire early through financial life planning and behavioral coaching.
Investment Management
Manage investments with ESG portfolios aligned to client values.
Credentials & Certifications
Reviews
