SIMPLIFY YOUR FINANCIAL JOURNEY WITH A PERSONALIZED FINANCIAL PLAN

Financial planning does not need to be complicated. My approach to simplifying finances coupled with a personalized financial plan empowers you to understand the intricacies of your finances and strive for financial independence.

advice THAT simplifies your finances so you can spend and invest wisely

ALISSA KRASNER MAIZES, JD | ATTORNEY AND REGISTERED INVESTMENT ADVISOR

FIDUCIARY

fee-only
financial planning

FINANCIAL
GOAL SETTING

As a fiduciary, I will always act in your best interest.

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fee-only
financial planning

Since everyone deserves an opportunity to amplify their wealth, the only fee charged is a transparent hourly or project-based advising fee, determined by your needs.

There is  
• No required minimum net worth,
• No charge of a percentage of assets under management, or 
• No commission or fee earned from any products, investments, or referrals. 

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 Your goals are the backbone of your financial plan. I am always here to help you set and tweak goals and implement your plan as needed. Your financial plan empowers you to attain your goals, often sooner than imagined, by spending and investing wisely.

FINANCIAL
GOAL SETTING

Are you goal-driven and ready to start a financial journey to amplify your wealth?  

Amplify My Wealth personalized financial plans incorporate your goals and risk tolerance and include these essential areas that impact your financial stability, helping you improve your finances and achieve financial independence.

Your budget is the foundation of your personalized financial plan. I will define your goals and determine how to best attain them by spending and investing wisely. You will get a clear and actionable budgeting plan, empowering you to make the best decisions.

I provide small business financial planning services for clients who currently operate their own business, are considering starting a business, or are planning to exit from their current business. I will help you by assessing your finances, identifying your goals, developing a financial plan to achieve your goals, and determining how much you can pay yourself. Entrepreneurs often overlook the importance of their business financial plan; Amplify My Wealth is here to partner with you and make sure your business and personal financial plans support one another.

Your budget is the foundation of your personalized financial plan. Your personalized financial plan includes a thorough analysis of your cash flow and incorporates the best ways to reduce expenses and allocate any surplus. Advice may also include eliminating credit card debt and which debts to pay off first. I will empower you to set aside money for an emergency fund into a high-yield savings account, so it’s liquid and easy to access.

Education can be expensive. Whether you have young children or grandchildren and want to plan for their education, or as an adult, are planning for your own educational goals, an educational evaluation is essential when creating a PreK-12, postsecondary, or college savings plan. The evaluation includes projecting the amount needed to achieve the education funding goals, advice on ways to save the desired amount, including analysis of tax and investment advantages, and selecting the best college savings plans.

Like financial planning, estate planning needs to be looked at regularly. I will help you create an estate planning checklist so you can be sure that your money goes where intended when you are alive as well as when you leave your loved ones, including an analysis of your needs and the needs of your loved ones, as well as the exposure to taxes. We explore the essential elements of estate planning. With this guidance and a better understanding of your estate planning needs, you can attain the necessary documents from a trusts and estates attorney. *I always recommend that you consult with a qualified estate planning attorney when you initiate, update, or complete estate planning activities.

I know what works to build wealth. I base my investment advice on passive and high-diversity strategies, creating portfolios with low-cost mutual funds and ETFs incorporating analysis involving determining an asset allocation strategy that meets your financial goals and risk tolerance. I will advise you and create your investment portfolio, including reviewing employee and personal retirement accounts, education savings accounts, health savings accounts, and non-qualified investment accounts. You will receive my guidance, as needed, through the process to execute the investment plan and with our long-term approach in mind. Together, by appointment, we will monitor your portfolio and rebalance it as needed to ensure that you remain on track within your targets so that your investments align with your goals. 

How can you best meet your retirement goals? Part of the answer is ROTH and traditional IRAs; ROTH and qualified 401Ks; non-qualified investment accounts; pensions-to-deferred compensation; HSAs; and other long-term retirement planning vehicles. 

Wondering how much you need to save for retirement? Together, we will look at your retirement goals to determine what you need to do right now--whatever stage of life you are at--so that you will be able to live most comfortably in your retirement. I will tailor your personalized financial plan accordingly if you just received your first paycheck, are near retirement or are already retired. I will discuss different tax-advantaged strategies and retirement savings vehicles, as well as the best ways to invest the money to reach your retirement goals.

Adequate insurance coverage gives you and your family peace of mind and is essential to your financial health. I will help review your existing policies and create a checklist of changes you might need to make to your insurance plan to ensure that you have proper coverage. Some considerations may include life, health, disability, long-term care, liability, home, and automobile insurance, as well as discussing self-insuring to lessen your risk exposure. This checklist will help guide you to take the steps necessary to connect to insurance providers with the information needed to provide for you and your loved ones.

Making the most of incorporating tax strategies into your financial plan can help you build your wealth exponentially. I considers the impact of everything from estate and gift taxes to tax-advantaged accounts and the tax consequences of specific investment vehicles and charitable giving. We collaborate with estate planning attorneys and accountants to ensure our recommendations are tax-efficient.

Your budget is the foundation of your personalized financial plan. I will define your goals and determine how to best attain them by spending and investing wisely. You will get a clear and actionable budgeting plan, empowering you to make the best decisions.

Budgeting

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

I provide small business financial planning services for clients who currently operate their own business, are considering starting a business, or are planning to exit from their current business. I will help you by assessing your finances, identifying your goals, developing a financial plan to achieve your goals, and determining how much you can pay yourself. Entrepreneurs often overlook the importance of their business financial plan; Amplify My Wealth is here to partner with you and make sure your business and personal financial plans support one another.

SMALL BUSINESS FINANCIAL PLANNING

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Your budget is the foundation of your personalized financial plan. Your personalized financial plan includes a thorough analysis of your cash flow and incorporates the best ways to reduce expenses and allocate any surplus. Advice may also include eliminating credit card debt and which debts to pay off first. I will empower you to set aside money for an emergency fund into a high-yield savings account, so it’s liquid and easy to access.

CASH FLOW AND DEBT MANAGEMENT

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Education can be expensive. Whether you have young children or grandchildren and want to plan for their education, or as an adult, are planning for your own educational goals, an educational evaluation is essential when creating a PreK-12, postsecondary, or college savings plan. The evaluation includes projecting the amount needed to achieve the education funding goals, advice on ways to save the desired amount, including analysis of tax and investment advantages, and selecting the best college savings plans.

COLLEGE SAVINGS

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Like financial planning, estate planning needs to be looked at regularly. I will help you create an estate planning checklist so you can be sure that your money goes where intended when you are alive as well as when you leave your loved ones, including an analysis of your needs and the needs of your loved ones, as well as the exposure to taxes. We explore the essential elements of estate planning. With this guidance and a better understanding of your estate planning needs, you can attain the necessary documents from a trusts and estates attorney. *I always recommend that you consult with a qualified estate planning attorney when you initiate, update, or complete estate planning activities.

ESTATE PLANNING

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

I know what works to build wealth. I base my investment advice on passive and high-diversity strategies, creating portfolios with low-cost mutual funds and ETFs incorporating analysis involving determining an asset allocation strategy that meets your financial goals and risk tolerance. I will advise you and create your investment portfolio, including reviewing employee and personal retirement accounts, education savings accounts, health savings accounts, and non-qualified investment accounts. You will receive my guidance, as needed, through the process to execute the investment plan and with our long-term approach in mind. Together, by appointment, we will monitor your portfolio and rebalance it as needed to ensure that you remain on track within your targets so that your investments align with your goals. 

How can you best meet your retirement goals? Part of the answer is ROTH and traditional IRAs; ROTH and qualified 401Ks; non-qualified investment accounts; pensions-to-deferred compensation; HSAs; and other long-term retirement planning vehicles. 

INVESTMENT ANALYSIS ADVICE

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Wondering how much you need to save for retirement? Together, we will look at your retirement goals to determine what you need to do right now--whatever stage of life you are at--so that you will be able to live most comfortably in your retirement. I will tailor your personalized financial plan accordingly if you just received your first paycheck, are near retirement or are already retired. I will discuss different tax-advantaged strategies and retirement savings vehicles, as well as the best ways to invest the money to reach your retirement goals.

retirement planning

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Adequate insurance coverage gives you and your family peace of mind and is essential to your financial health. I will help review your existing policies and create a checklist of changes you might need to make to your insurance plan to ensure that you have proper coverage. Some considerations may include life, health, disability, long-term care, liability, home, and automobile insurance, as well as discussing self-insuring to lessen your risk exposure. This checklist will help guide you to take the steps necessary to connect to insurance providers with the information needed to provide for you and your loved ones.

insurance risk analysis

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

Making the most of incorporating tax strategies into your financial plan can help you build your wealth exponentially. I considers the impact of everything from estate and gift taxes to tax-advantaged accounts and the tax consequences of specific investment vehicles and charitable giving. We collaborate with estate planning attorneys and accountants to ensure our recommendations are tax-efficient.

tax planning strategies

Small Business Financial Planning

Cash Flow And Debt Management

College Savings

Estate Planning

Investment Analysis and Advice

Retirement Planning

Insurance Risk Analysis

Tax Planning Strategies

Budgeting

• An evaluation of your financial health  

• Help setting appropriate budgets and financial goals

• Advice on how to deal with a challenging, unexpected financial situation

• A partner who’s with you for the long haul

Whether you're looking for:

I will tailor your personalized financial plan to be inclusive of your individual goals, values, and risk tolerance and to ultimately guide you on your financial journey.

There’s no one-size-fits-all solution

Let Amplify My Wealth be your partner on your journey.

Holistic Financial Planning 

Let Amplify My Wealth be your investment advisor firm.

Financial Planning - Fixed Fee 

Let Amplify My Wealth be there for you.

Financial Planning - Hourly Fee 

Let Amplify My Wealth be your partner on your journey.

Holistic Financial Planning 

This ongoing service provides regular support and continuous access to the client portal. Together, we meet regularly and tackle the areas of your finances that mean the most to you and revisit your plan regularly to make modifications needed to achieve your financial goals.

There is an upfront fee starting at $250-$2,500 and an ongoing fee paid either monthly or quarterly, in advance, starting at the rate of $100-$180 monthly or $300-$360 per quarter.

financial planning - fixed fee

financial planning - hourly fee

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

Let Amplify My Wealth be your investment advisor firm.

FINANCIAL PLANNING - FIXED FEE 

A project-based service tailored to accomplish a particular financial outcome.

Project-based financial planning may be available for a fixed fee, ranging from $200 and $3,600. Half of this fee is due before the commencement of the process, with the remainder due upon completion of work.

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

HOLISTIC FINANCIAL PLANNING

financial planning - hourly fee

Let Amplify My Wealth be there for you.

FINANCIAL PLANNING - HOURLY FEE 

An hourly option also allows our clients to avail themselves of holistic wealth advising. The number of hours needed to complete the initial financial plan depends upon the complexity of the clients’ finances; on average, it takes two to three hours. Afterward, we determine the method that works best for you; if hourly is the best fit, we usually schedule meetings every six months to a year and as-needed service for when something comes up and you need guidance. 

The Financial Planning hourly rate is $250 per hour. Half of the fee is due upon booking each meeting, with the remainder and any outstanding balance due upon completion of each engagement.

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

HOLISTIC FINANCIAL PLANNING

financial planning - FIXED fee

Let’s Choose The Plan That Works Best For You

Let Amplify My Wealth help increase financial literacy.

Educational Seminars/ Speaking Engagements 

Do you know someone who could benefit from financial planning? Whether in high school, graduating from college, starting a new job or family, or seeking financial independence, I am here to help them. A personalized financial plan is an excellent gift for your loved ones and friends! 

GIVE THE GIFT OF A FINANCIAL PLAN

An educational service for individuals and organizations looking to foster knowledge on a variety of financial topics.

Let Amplify My Wealth be your partner on your journey.

Holistic Financial Planning 

This ongoing service provides regular support and continuous access to the client portal. Together, we meet regularly and tackle the areas of your finances that mean the most to you and revisit your plan regularly to make modifications needed to achieve your financial goals. 

There is an upfront fee starting at $250-$2,500 and an ongoing fee paid either monthly or quarterly, in advance, starting at the rate of $100-$500 monthly or $300-$1500 per quarter. The upfront portion of the Holistic Financial Planning fee is for client onboarding, data gathering, and setting the basis for the financial plan. The fees will be determined based on the complexity of each client's financial situation. This plan guides in creating and implementing the plan, but it does not provide monitoring of the plan itself.

financial planning - fixed fee

financial planning - hourly fee

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

Let Amplify My Wealth be your investment advisor firm.

FINANCIAL PLANNING - FIXED FEE 

A project-based service tailored to accomplish a particular financial outcome

Project-based financial planning may be available for a fixed fee, ranging from $200 and $3,600. Half of this fee is due before the commencement of the process, with the remainder due upon completion of work. However, we will not bill an amount above $500.00 more than six months in advance.

HOLISTIC FINANCIAL PLANNING 

financial planning - hourly fee

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

Let Amplify My Wealth be there for you.

FINANCIAL PLANNING - HOURLY FEE 

An hourly option also allows our clients to avail themselves of holistic wealth advising. The number of hours needed to complete the initial financial plan depends upon the complexity of the clients’ finances; on average, it takes two to three hours. Afterward, we determine the method that works best for you; if hourly is the best fit, we usually schedule meetings every six months to a year and as-needed service for when something comes up and you need guidance. 

The Financial Planning hourly rate is $250 per hour. Half of the fee is due upon booking each meeting, with the remainder and any outstanding balance due upon completion of each engagement.

HOLISTIC FINANCIAL PLANNING 

financial planning - fixed fee

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

GIVE THE GIFT OF FINANCIAL RESPONSIBILITY

A COMPLIMENTARY, 15-MINUTE CONSULTATION IS THE
BEST WAY TO SEE IF WE ARE THE PERFECT MATCH.

EDUCATIONAL SEMINARS/ SPEAKING ENGAGEMENTS 

thank you for your interest!
I will be in touch!

GIVE THE GIFT OF A FINANCIAL PLAN

thank you for your interest!
I will be in touch!