If you've ever wondered "Is there anything else I should be doing to be smarter with my money?", we got you! We'll make sure you're checking all the right boxes and not missing a single opportunity to be smarter with your money.
You make good money, you should have something to show for it!
Whether you're starting from scratch or coming to us with some level of strategy in place, we will address every aspect of your financial life.
What's your baseline? This is where things get real. We take a look at your current financial situation. What does your lifestyle look like today, how and where do you spend your money and what, if anything, have you done to save for the future. Don't worry, we've seen it all. We will discuss what you're doing right and what you could be doing better. Also, in your first meeting, we show you when you're going to be a millionaire (spoiler alert: it doesn't happen by winging it).
It's true, too much cash in the bank is doing you no favors but neither is investing for the sake of investing (a.k.a gambling). Let's define your goals. This is the fun part. It's important to think about what you need, want and wish for. With some concrete goals in place, we can begin discussing your options and how to use your resources in the most optimal way.
Mixed with a little Facebook stalking, we thoroughly review every financial statement, bank account, employer benefit, and retirement contribution to date. In our final meeting, we will walk you through your very own custom savings and investing strategy built around your lifestyle. Whether your goals are short, mid or long-term, you'll have a comprehensive game plan designed to get you from where you're at to where you want to be without compromising your lifestyle today.
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.
I want a saving strategy that actually works.
I want a saving strategy that actually works.
What are you waiting for?
That's right, what are you waiting for? You've come this far, read all the way to the bottom of the page. The only thing left to do is get your financial sh*t together!
On the Fence?
Still unsure if you're ready for this or which plan makes the most sense for you? Schedule a quick call with us so we can learn more about you.