Sridhar Krishnan, CFP^®

Here are some features of our services that sets us apart: Fee-Only: Compensated solely by your fees, no commissions or kick-backs Fiduciary Relationship: Your interest first, eliminating any conflict of interest at all times Flat Fees: Unlike wealth management advisors, our fees are not calculated as a % of total "Assets Under Management" (AUM), Net Worth or Income No Asset Minimum: Your investments could be any amount Flexible Timings: Evening hours, Weekends and Virtual Meetings Interactive Financial Planning: Visualize what-if scenarios before implementing change. Tax Planning and Analysis: Short-term and Long-Term Tax Planning

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances