Simplify Finances. Build Wealth.

I am a fee-only financial planner who helps young families simplify their finances, build wealth and live their best lives.

Avanti Shetye

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Like other parents with young kids, do you wonder about

College Savings

Are we saving enough for college? Are we investing in the right investment vehicles?

Retirement Planning

Are we investing correctly? Are there better ways to save for retirement? Am we on track to retire?

Pursuing Dreams

Do we have enough money to travel, buy a second home, or follow our passions?

Estate Planning

How do we protect our loved ones if something unexpected happens? How do we minimize lifetime taxes and pass our hard-earned money to our loved ones?

What we offer

Here are some components of financial planning we will cover together.

Investment Analysis

Develop an asset allocation strategy to meet your financial goals and risk tolerance, and provide information on investment vehicles and strategies.

Employee Benefits

Review and analyze whether you are taking the maximum advantage of your employee benefits.

Risk Management

Analyze your exposure to major risks
that could have a significant adverse impact on your financial picture, such as premature death,
disability, and property and casualty losses.

Tax Planning

Minimize current and future income taxes as
a part of your overall financial planning picture.

Retirement Planning

Project the
likelihood of retiring at your desired age and recommend changes to allow you to retire when you want.

College Planning

Project the amount needed to achieve college or other
post-secondary education funding goals, and advice on how to save the desired
amount.

About

Avanti Shetye, MBA, CFA

I spent a decade in the financial industry, most of them managing more than 800 million in institutional dollars. After learning from my personal financial mistakes, which cost me $240,000, I started my YouTube channel to educate people on the basics of personal finance and investing.

While YouTube allowed me to help more people, but I wanted to help people more. To be able to offer financial advice tailored to your unique circumstances, I registered as an investment advisor in the state of Maryland, after passing the CERTIFIED FINANCIAL PLANNERTM exam.

I live in Maryland with my family but can work with you as long as you live in the United States and have internet connectivity.