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Max Pashman

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Currently accepting new clients in February* I'm a fee-only CFP® professional who helps sales & tech professionals under 45 give a purpose to their paycheck. I left the large financial institutions to start my own RIA. I did it so people could pay for real planning and not just an agenda to sell a hidden product. As a fiduciary, Pashman Financial was built on that promise by delivering non-cookie-cutter plans that deliver solutions to achieve their goals. 🔵 Why people hire me? Well, people have come to me with the following problems: - They want peace of mind with their money - Their old advisor barely communicates with them - They want an answer tailored to them, not from Google - They felt pressured to buy a product that wasn't a right fit - They are great at making money but struggle to keep it - They want a simple plan that's easy to understand - They want someone to hold them accountable - They want someone they can trust 🔵 What are my services? I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress. 💵 Cash Flow Management 📈 Equity Compensation 🏡 Real Estate Planning 📊 Investment Planning 📍 Retirement Planning 🛡 Insurance Planning 📚 Education Planning 💲 Tax Management 💳 Debt Repayment 📃 Estate Planning 🔵 Who do I serve? Age: Individuals and families between 25-45 years old Goals: Looking to jumpstart or improve their financial journey Target: Sales professionals, equity compensated employees, other Millenials Location: Virtually anywhere in the U.S. But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. Your personality is everything. 🔵 Why I'm different? 1) My model is primarily a monthly subscription service. No time trap. 2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning. 3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. Ready to finally take action on your finances? Shoot me a message to schedule a complimentary consultation.

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