top of page

Imagine you are a passenger on an airliner flying into a major city...

 When Intelligence is Everywhere, Judgement is Everything

​​

​AI gives answers.  We provide consequences.

​

We partner with you. There is one Single Point of Responsibility.

​

We identify not-so-obvious financial problems,

and then develop creative, not-so-obvious financial solutions.

​

You've spent 30 years building your wealth. Don't hand it to someone with 3 years of experience.​

​

Complex financial matters welcome.

 AI Performance Monitor

 

AI OPERATIONAL STATUS:  

​

​[  0  ] # consecutive most recent weeks in a row the

Amplify AI Equity Powered ETF Ticker: AIEQ  

has outperformed the S&P 500 Index

 

AIEQ is not affiliated with myFinancialPro. AIEQ:IVV ratio data tracks AI driven ETF performance vs the S&P500.  The information contained above is for illustrative purposes only, and does not constitute investment advice, and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Past performance is not indicative of future results.

About

At myFinancialPro, we don’t just get people to and through retirement and manage investments  - our mission is to provide clarity, context, and confidence through deeply human financial guidance. We integrate decades of real-world experience to help guide our innovation, wisdom and logic to benefit our partner; you.

​

If you are within 5 years on either side of retirement and open-minded to financial guidance, we should be talking.  

 

 

Why We Only Accept 50 Families â€‹â€‹

​​​

By limiting our practice we provide a level of concierge "Personal CFO" service that a firm with thousands of clients simply cannot provide. 

​​

​

The Wisdom of Three+ Decades 

​

We bring 30+ years of trusted financial wisdom, clean compliance, and long-term thinking to every conversation.   

 

​​It's not about beating the S&P500 as we cannot understand how that is relevant to your financial goals.  True alpha is the personal customization and alignment we bring:  custom benchmarks, tax aware portfolio choices, tailored sleeves, personalized income distribution strategies, scenario modeling, and proactive planning that is uniquely yours. 

 

Preventing just a single poor decision could be worth thousands, hundreds of thousands or even millions of dollars.   â€‹â€‹

Professional Female

Expert Advice and Guidance

We specialize in:

​

  • Retirement planning, transition, management and income distribution

  • Custom investment management 

  • Behavioral and generational coaching that aligns your money with your values

  • Legacy-minded planning and guidance for families, professionals, and stewards of wealth​

  • Strategic integration with cash flow, tax strategies and legal, estate, retirement, and investment plans. 

  • Combining it all together to align with your life goals while proactively managing it through the years to keep you on track.​​​​​

 

0.33% assets under management fee

$343 per hour

 

​By separating management fees from planning time, our incentives are better

aligned with yours. We are paid to provide solutions, not just to gather assets.

bottom of page