Are you looking for a partner to help navigate through various financial strategies to see what is optimal for you?
I will serve as your personal financial quarterback and stop at nothing to make sure you are on your path to financial independence.
I have over 20 years working with individuals helping them increase their net worth through clever tax mitigation strategies while saving for their goals. Whether it be understanding your stock compensation or acquiring investment properties, I will work with you to understand how implementing particular strategies can reduce your tax burden while building up your net worth.
Pure. Honest. Advice.
Services provided are comprehensive and completely tailored to your situation.
Fee-only, fiduciary means you receive unbiased, conflict-free advice.
From investments to taxes, you will have a partner in your corner dedicated to your goals and highest aspirations.
Do you prefer to manage your own investments, with the help of a professional?
With an upfront fee and a low monthly rate, you can receive the guidance you need to move forward confidently.
Comprehensive Financial Plans range from $2,000 to $7,000, depending upon complexity and involve every aspect of your financial life.
Fees for assets under management begin at 1% and go down to 0.75% for balances exceeding $500,000.
As a child, I witnessed first-hand how finances can wreak havoc on a family. Both of my parents were self-employed and divorced early on due to money. As a result I spent a considerable amount of time in the back offices of my grandmother's real estate office helping her with her books. Although she was a top-producer, not a day went by that she didn't stress over her tax situation. Ever since I have been consumed with how to 'crack the code' so others can enjoy their life, their work and their family.
Amy Hamasaki, CFP®, EA
Owner / Lead Planner
CERTIFIED FINANCIAL PLANNER™
Enrolled Agent with the IRS
Fee-Only Financial Advisor
20+ years experience
If you would like to learn more about how I may add value to your financial situation, please feel free to schedule a complimentary introductory call.
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Mountain Wealth Planning, LLC (“Mountain Wealth Planning”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Mountain Wealth Planning in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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