Financial Planning for Young Professionals and Entrepreneurs
One Session. Clear Direction
Wealth Foundations Session
This is a good fit if you’re asking things like:
How can I save on taxes by investing my money?
How should I allocate and invest this cash, bonus, or new income?
I receive stock compensation or
have a 401k, now what?
Am I using the right retirement accounts as an entrepreneur?
What employee benefits make sense, and do I really need insurance?
As a financial advisor for young professionals and entrepreneurs,
we know these questions matter more than you might think.
The decisions you make now—around retirement accounts, taxes, investments, and benefits—compound over time, for the better.
That’s where our Wealth Foundations Session can be most helpful.
Financial Planning for Young Adults and Those Early In Their Careers
Wealth Foundations Session
Focused guidance for one clear financial decision.
This is not comprehensive financial planning, and it’s not meant to be. It’s targeted guidance to help you move forward confidently with knowledge and advice.
Investment: $1200
WHAT THIS INCLUDES:
Pre-meeting strategy session and intake discovery to prepare for the session and make sure we use the time for what you want to accomplish.
A focused, 60 min. one-on-one session centered on one to three financial topics (time permitting), that you submit ahead of time.
Clear analysis of your potential strategic choices
Direct, practical guidance and advice so you can decide what to do next
to see if a Wealth Foundations Session is the right fit.
Who This Is For
Financial Planning for Entrepreneurs and Young Professionals
This 1:1 hour is perfect for ambitious early high earners who want expert guidance
on an important financial decision without committing to comprehensive planning.
This is a strong fit for those seeking financial planning for tech professionals navigating stock compensation, equity, rapid income growth, or complex benefits packages. It’s also ideal for individuals looking for financial planning for entrepreneurs who are balancing personal and business income with start-up challenges, figuring out retirement contribution opportunities, strategic tax planning, and personal investing to reach their future goals.
If you are earning well, building momentum, and want to make smart decisions early, this focused session gives you clarity, direction, and confidence in your next move.
Meet Alissa Krasner Maizes, Esq. | CFP
It’s never too early to make smart money decisions.
At 26 in my very first job after law school, I was sitting in a room full of new employees trying to make sense of retirement benefits I’d never heard of before. I didn’t have everything figured out—but I understood enough to make one important choice: I committed early to investing, even when it felt uncomfortable.
That decision, and the many thoughtful decisions that followed, are what allow me to live a work-optional life today. Not because I got lucky, but because what started as one choice that day led to more small, informed choices that compounded my wealth over time.
fee-only fiduciary financial planner
That’s exactly why I created the Wealth Foundations Session.
In a Wealth Foundations Session, I help young entrepreneurs and young professionals get clarity around their most important financial decisions, so they take advantage of time and let their decisions compound!
Seeing how powerful early, informed decisions can be, IS why this work matters to me so much.
That belief has only deepened over the years. As a parent, I made it a priority to give my sons the financial knowledge and tools I wished more people had earlier. I knew it was essential that they start building wealth with time on their side.
My ID from my first career!
FAQs
So You Want to
Be a Millionaire?
We want that for you too! That’s why we made the early wealth-building checklist. It lists key financial moves to make early and build your wealth (before they’re expensive to miss!)
