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My Approach
Maya Advisor provides financial planning and investment management services to individuals and families. We are an independent firm, with no affiliations to any broker or investment management firm. Our only focus is you, our client, and the best financial strategy we can apply to help you attain your financial goals and aspirations. Our fee structure is client fee-only and we are not compensated in any manner by any other firm or individual. At Maya Advisors, we believe that the ultimate goal in life is not accumulating wealth but achieving the happiness that comes from realizing your dreams. Financial success makes this easier. To help your dreams become a reality, we help you take a disciplined approach to decisions about your investments and financial life. Managing your wealth is a lifelong dynamic process. We give advice in the context of your ever-changing circumstances, your total financial picture, and the prevailing micro and macro-economic environment. While performance is core part of our portfolio planning, we like to measure our success by ensuring we can help you in achieving your financial goals. Your unique circumstances are the context for any advice that we offer.
The Clients I Serve
Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
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 believe you are unique, and so is your financial situation. We work with you on an individual level to understand you and provide assistance that is best suited for your unique circumstances We guard your wealth and financial well being so you can focus on what is important to you. And we do all this while staying open and transparent in our processes. Our investment and planning process is to align your wealth with your goals, so you can successfully reach all your target milestones. We create planning and investment strategies that are appropriate for you and your situation. We monitor the investments with benchmarks that are based on your situation, we control expenses, and we ensure the portfolio reflects your risk sensitivity.
Disclosures
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.