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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Physicians & Healthcare, Pre-Retiree
Major Milestones I Specialize In
Buying a Home and Relocation, Early Retirement or Financial Independence, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We are an independent wealth management firm committed to delivering thoughtful guidance and tailored solutions that align with your values and goals.
Disclosures
Boyan Doytchinov is an investment adviser representative with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Osnova Wealth is used as a marketing name and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website. https://savvywealth.com/?atarimCollab=true&workspaceId=105
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.