I am Alissa, the founder and registered investment adviser representative of Amplify My Wealth. I meet you wherever you are on your financial journey, whether you want to eliminate debt or are a millionaire. Everyone should benefit from the same advice and guidance to amplify their wealth.
Unlike many investment advisor firms, we do not require a minimum net worth, therefore, availing everyone of the benefits of a personalized financial plan. I am your investment advisor listening to you and your goals and creating a comprehensive financial plan to amplify your wealth. Your customized plan is essential to success, and the guidance along the way makes the difference in ensuring that you implement your plan and make any needed changes. As a financial advisor, I look forward to partnering with you on your journey to empowering you to amplify your wealth. I provide fee-only financial planning and fiduciary services, removing potential incentives or conflicts of interest.
Financial planning encompasses all things regarding wealth advising that help you manage personal finances, including but not limited to: savings, cash flow, debt management, budgeting plans, investment advising, retirement planning, college savings plans, insurance risk analysis, and estate planning.
Amplify My Wealth emphasizes the importance of looking at your financial journey as a marathon, not a sprint, focusing on long-term investment strategies and creating personalized financial plans with diversification in investment options such as low-cost mutual funds and ETFs.
I am Alissa Krasner Maizes, the Founder of Amplify My Wealth and an Investor Advisor Representative for my investment advisor firm, Amplify My Wealth. I provide fee-only financial planning and fiduciary services, removing potential incentives or conflicts of interest. There is never a minimum net worth required; therefore, all clients can get a comprehensive financial plan developed by a professional, no matter where they are on their financial journey.
I am a licensed attorney in New York and an investment advisor representative in Florida. Although I am a licensed attorney, I do not practice law. Yet, I apply my legal knowledge when advising and developing your personalized financial plan. As needed, we build your team with other professionals with the expertise you may need, such as an estate-planning attorney specializing in debt elimination or an accountant for tax advice and preparation.
Although I am an investment advisor representative licensed in Florida, I can meet and advise clients living within the United States and conveniently meet them virtually.
I am a fiduciary and fee-only financial advisor; Please see the Services Page or Contact me for details concerning fees and the best option to meet your needs. Inclusive of my wealth advising services, I offer three different financial planning packages that start at just $720 and up to $2880. Although hourly advising starting at $250 may be possible, the packages have great value and consistency and were curated based on client feedback. When providing hourly services, I charge in increments of fifteen minutes, only charging for time spent planning and advising clients. If I need to do work beyond regular preparatory work, I will disclose and agree to it beforehand and never surprise a client with charges. I take my fiduciary duty very seriously and do not earn any other fees, hidden or otherwise, so you can be confident that there is no conflict of interest impairing the judgment and ultimate impact of any recommendations. Also, there will never be a fee based on assets under management or the requirement that our clients have a minimum net worth. Everyone should benefit from wealth advising and a personalized financial plan from a financial advisor.
Your finances are very personal. In 2023 I will launch several different financial planning packages with you in mind that include various options that best meet your needs and ensure success.
When choosing hourly financial planning, the initial planning phase usually takes two to four hours over a few meetings to develop an all-encompassing personalized financial plan. Once your financial plan is complete, we meet regularly every six to twelve months. We also meet whenever you reach out to me for guidance for impending life-changing events, i.e., a new job or home, marriage, inheritances, disability, or other changes that may impact your comprehensive financial plan. If you are unsure if you need to meet, it is always best to meet or send an email to get guidance.
There is absolutely no charge for the complimentary consultation, and no strings are attached. The complimentary consultation is fifteen minutes, allowing us to get to know one another and see if we are a good fit and a significant first step on your financial journey, with no strings attached. I look forward to meeting and partnering with you on your journey.
Virtual appointments have always been an option and continue to be as it is often more convenient for the clients. I work with clients by video conferencing and telephone seven days a week and am available evenings. All meetings are by appointment only.
I do not sell securities, insurance, or annuities, nor earn any fee for assets under management, referrals, or sales. I am commission-free. With fee-only financial planning, the only fee I earn is for my financial and wealth advising work. When given a recommendation, rest assured I will not be making a commission or referral fee for any actions you take.
Yes. Although I am an investment advisor representative licensed in Florida, I can meet with clients that live within the United States and conveniently meet my clients virtually, too, for financial planning.
Please click on this link, and you can schedule a financial planning appointment or a fifteen-minute consultation at your convenience to learn more about Amplify My Wealth wealth advising and personalized financial plans.
I am a licensed attorney and registered investment advisor providing women and young adults with financial advice and a plan that embraces the life they want. Traditionally women and young adults tend to have to overcome the obstacle of a required minimum net worth; therefore, they cannot avail themselves of a financial plan, ultimately prolonging their ability to live the life they want. Amplify My Wealth removes these barriers, enabling you to attain your goals sooner than you imagined.
I meet you wherever they are on your financial journey, whether you live paycheck-to-paycheck or are a millionaire. As a fiduciary, I put your needs first and empower you with guidance, knowledge, and a financial plan that aligns with your vision so you can make financially confident decisions.
The best way to empower yourself is to be proactive and plan for things that directly impact your finances, i.e., buying a home or car, selecting a college savings plan, saving for a retirement plan, or securing the care of a child with special needs.
I look forward to working with you to empower you with my expertise and a comprehensive financial plan that works for you. I will be there for your financial journey, regular visits, and changes coming your way.
Whether you need self-care, know someone in high school or college, are starting a new job or family, or seeking financial independence, I am here to help. A personalized financial plan is an excellent gift for you and your loved ones and friends!