Yes! Although my services are geared towards entrepreneurs and business owners, I also accept clients who may not fit that description. For those who have specific needs outside my areas of focus, I can also refer them to other financial planners who specialize in those topics.

Most of my meetings are done virtually, therefore I can work with anyone in the U.S.  If clients are local to the Boston area, I'm also happy to meet in person.

I graduated from Union College in Schenectady, NY in 2013 with a bachelor’s degree in Economics and Computer Science. While in college, I interned at Merrill Lynch and JPMorgan Chase.

Upon graduation, I started my full-time career at JPMorgan Chase in Manhattan. I then decided to move back to Boston, and worked at Morgan Stanley Wealth Management from 2015 to 2018 working with ultra-high net worth clients.

I obtained my Certified Financial Planner designation in 2018, after many months of rigorous studying. Then I worked at Gage Wealth Advisors, an Ameriprise Financial practice, from 2019 to 2022 before deciding to create One Financial Design.

Absolutely not!  You can decide whether you want to manage your investments on your own, or if you'd like me to do it for you.

In January 2023.

I use Charles Schwab to custody my client’s investment accounts. I am also part of the XY Planning Network, a group of independent fee-only RIAs that are changing the industry.

Charles Schwab, one of the most reputable financial institutions in the world.

Mostly low-cost, passively managed Exchange Traded Funds.

There are several options of how to pay your flat fee. Many clients choose to have their fees automatically deducted from their investment accounts, while others prefer to pay from a checking account or credit card.

Yes, you have the option of paying the fee monthly or quarterly.

Yes!

A portion of it definitely can be. We will consult your tax advisor on how much to deduct.

No, we don't!  This is a big way that we're different from most financial advisors. Instead of charging a percentage-based fee (e.g. 1% on assets), we charge a flat-dollar fee so you always know what you're paying. This way, we stay fair to everyone.