THE WORLD IS OFFICIALLY
You designed your ideal life and we showed you the way - that trip to Bali next year, check, paying down your debt, check, automating your savings, check, and yes you’re on track for retirement too, check. So let’s get started.
During the Stash Plan™ process, we learned all about you and designed a plan to get you from where you're at to where you want to be - a completely customized financial roadmap. Now, we are going to bring that plan to life and hold you accountable to the lifestyle you've designed for yourself - year after year. We showed you:
Coupled with the support of our team of experts, you now have access to the resources needed to get on track and stay on track. A service traditionally only available to the wealthy, Stash has thrown that model out the window and has made hands on financial advice and guidance accessible to our generation.
With your financial life completely automated, you're free to get back to your life. We manage the execution of your Stash Plan™ and are available to answer any questions that come up throughout the year. We will check in on you from time to time and give you a heads-up if there's anything you need to be thinking about. Each year, we'll touch base on the big picture and recalibrate your Stash Plan™ as needed.
ANNUAL STASH PLAN™ UPDATE
MONEY QUESTIONS ANSWERED
*To make this service available to clients with less than $50k, we made the fee structure like your monthly gym membership. Asset level will be evaluated each year on November 30th to determine billing schedule for the following year. Once, asset level exceeds $50k, you graduate to our Assets Under Management (AUM) program. **Annual Stash Management™ fee may be tax deductible
At the age of 28, I’m a writer and producer for a media company in New York — and I still didn’t totally understand how to do these basic things. But as 2015 came to a close, I made a monumental decision: I want to be debt-free by the time I'm 30. That’s when Priya Malani at Stash Wealth stepped in — and changed my life.
There’s something I find both thrilling and terrifying about financial planning. I want to know more about it, but everytime I try to do a little reading on the topic, I get overwhelmed and lose momentum. I often wonder if I could be doing a whole lot better if I actually spent as much time thinking about my money as I do other things in my life.
At the risk of sounding all Dr. Phil, just one meeting with the Stash team changed our financial lives. They say fear is caused by the things you don't understand and boy did we ever not understand our own money.
I asked Priya for help explaining all the confusing terms that trip me up when I’m trying to understand why and how I should invest my money in a retirement account. As usual, she was unfailingly patient and never once rolled her eyes when I asked a dumb question. She’s as passionate about encouraging young women to start saving for the future as I am. Lucky for all of us, she understands this stuff.
For the Wall Street executive turned entrepreneur, it’s all about empowering millennials to strive for seemingly unreachable dreams. By showing them how to invest now so they can spend later, this hip, whip-smart, high-energy personal financial advisor creates a roadmap for people who are HENRYs: High Earners Not Rich Yet. “I tell my clients, ‘You will be millionaires,’” says the New York City-based entrepreneur. “Then I show them how they will be millionaires.”
Priya Malani, co-founder of financial planning firm Stash Wealth, says, “When we create a financial game plan for millennials, a home purchase is almost always the first thing we are helping them plan for. While a 20% downpayment is more standard, if a client is in good standing, we can usually employ a creative strategy, which includes the ability to put down 10% instead.”
After completing our Stash Plan (with a lot of laughs along the way), Priya and her amazing team turned that all around. No exaggeration--Stash changed our lives.
As a newlywed, my wife and I wanted to align our finances and get started on the right path. I'm pleased to say that Stash Wealth was the perfect fit.
Priya is outstanding and her team is top notch at what they do. Stash Wealth's approach ensured that we had a clear picture of our finances and then a solid plan to assertively pursue our financial goals.
Yesterday I finally took the time to create my Reverse Budget that Priya mapped out for me and I'm so excited that I won't have to worry about being able to pay my bills anymore! I felt so much more stress-free after getting everything set up.
Let's bring your plan to life!
Your financial life is more than just investing for the goals in your plan. We help with all things money.
Know a fellow H.E.N.R.Y™ who could benefit from our financial ninja skills?
H.E.N.R.Y.s™ around the country are getting their financial sh*t together. Stash is in 25 states and counting...help us grow.