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Meeting with a financial advisor can be intimidating. So we made our process a collaborative set of meetings. They're designed to address the most pressing situations in your life while giving you the necessary advice and guidance to help you feel confident in your finances.
The goal is you getting to us and us getting to know you. We want to make sure we are a right fit in terms of where our values align and the type of person you want to work with. This will be an opportunity understand if it makes sense to work with each other.
Get Started TodayWe dive into your goals and what you would like to accomplish in your lifetime. We’ll dive into your goals on a personal, professional and financial level.
During the process, we’ll want to organize all of your financial items all under one roof. This is an opportunity to establish your platform for your personal access and track your progress over time.
The blueprint will accomplish the following areas:
A snapshot of your current financial situation
Identifying each of the areas to analyze we’ll be working on
Establishing recommendations we will take care of now
The game plan moving forward:
We spend time with each other implementing the immediate action items
A financial plan is useless if it is never acted on and built upon. Throughout the process we will meet on a quarterly basis in addition to checking in when needed in between.
Each meeting will outline your progress over time with a one page quarterly snapshot.
The future of financial planning is here - a place where advice is the priority.
Not sure where your money's going each month? We'll review your income and expenses to determine the necessary changes to maximize your cash flow potential.
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Did you know education inflation rises around 6%-7% every year? We'll make sure you are allocating your dollars appropriately and taking advantage of every education perk available.
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Are you fully aware of the potential tax deductions, credits, and other consequences you may incur? We make sure that you are in the most cost-effective position for your situation.
Feel like you're not making payoff progress? We review your situation to ensure that you are getting the best interest rates, consolidations, using the appropriate repayment strategy, while reviewing ways to improve your credit score.
Is equity apart of your benefit package? With careful analysis, we determine the appropriate way to obtain your company shares while minimizing the tax consequences that will inevitably hit your way.
Are you planning on buying your dream home? Or perhaps you're looking to sell it? Real estate holds unique tax perks that should be analyzed with care when making an executive decision and our plans take this into account.
It's amazing how overlooked this area is by most households. We review your current individual policies, property & casualty, group benefits, and other insurance policies to determine how much protection you need to keep your finances intact should something happen while making sure your assets are protected.
Retirement is a word thrown around with much negativity. The truth is everyone has an individual definition for it. Do you plan to stop work altogether? Maybe still working but you want to supplemental income? Based on what your goals, we'll determine the best recommendation for you.
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Not sure if you're maximizing your investments? In evolving markets, you need a portfolio optimized to match your time horizon and your liquidity needs. A combination of low-cost funds and tax-efficient allocation ensures your returns enhance your goals and we help build a plan that's unique for your situation.
The future of financial planning is here - a place where advice is the priority.
Talk with MaxPASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pashman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
