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Financial Planning

You are like no one else. Your life is like no one else’s.

At Maya Advisors, we understand and respect your uniqueness. And we work with you to plan and develop best strategies that are tailored to your unique financial goals.

Financial planning is a process where we understand you, and your unique situation; your goals and dreams; what drives you, and motivates you. We help you look at the big picture while planning for the important details. Goal of financial planning is to ensure your financial well-being while reaching for your goals in a strategic manner.

Ultimate goal of financial planning is to support you succeed and thrive.

Some of the many pieces in this puzzle we consider within the context of your  big picture are:

Life Stage | Goals and Objectives | Income & Expenses | Assets & Liabilities | Business Ownership | Employee Benefits | Investments | Concentrated Portfolio Positions | Retirement Planning | Insurances| Taxes | Estate Plan

Fee for financial planning ranges from $3,500 to $8,000 based on the complexity. Please call us to discuss and we would be happy to provide you with a quote for initial planning. Financial Planning does not depend on level of assets.

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