My mission is to partner with individuals and families to:
• Equip them with increased agency in decision-making around money;
• Align their money to better serve their values and goals; and
• Empower them to employ money to much greater effect in their lives.
To do so I assume many roles:
• Confidant: listening and assisting you in more fully expressing your ideas and defining your values. Helping you be more mindful with your money.
• Advisor: designing plans and providing guidance to organize your financial life and put in place structure to promote productive habits.
• Steward: prudently investing your money in a way that is matched to your objectives, risk capacity and appetite, but also in furtherance of your values.
• Educator: helping you understand the key areas of your financial life and filtering out noise so you can focus on things that matter.
• Accountability coach: moving your plan from idea to implementation and making sure you follow through.
I provide integrated financial planning and investment advisory services for clients seeking a deep, meaningful, long-term relationship based on honesty, trust, and continuing growth. My clients understand money is a tool; it is not an end in itself. It is not their primary focus in life but serves as a means to support and help achieve what they value.
To learn more, please refer to Able Money LLC’s Disclosure Brochure.
Alan Eskandari, JD, CFP®
Founder and Principal of Able Money LLC