Is the Market Overpriced?
Should you make changes to your wealth management strategy based on current market conditions and predictions? I received this question from a friend recently: “I am getting very nervous with
It’s time to organize your financial success.
You’re young and in the middle of your career, maybe you have a family or one on the way.
It’s safe to say your life is busy, your finances are complex, and you are curious about your financial possibility.
As a professional in tech, setting yourself up for financial success is a priority. Decisions surrounding stock options, equity compensations, navigating an IPO, employee benefits, and more are part of your everyday conversations. The only problem – finding the time make the right financial decisions.
Hourly
For clients who have specific questions or want a check-in on their current plans.
this service includes:
- If you want professional advice and support of your own financial plan and future, I offer advice and services by the hour.
- This is a great way for do-it-yourself folks to get a second opinion or support.
- Only pay for the time we spend together.
PRICING
Hourly ($360/hour)
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I founded Morton Financial Advice because I believe that everyone deserves support in their financial lives, no matter your stage in life. I’m extremely passionate about supporting families to reach their life goals, through the critical financial decisions that are part of our daily lives. By creating small habits, setting the correct path, and giving on-going support, together we craft the future as you desire it.
As with any financial advisor, I bring a unique experience to our working relationship. I began my career as a computer programmer and soon thereafter founded a start-up technology company. With my business partners, we built and ran that company for 6 years, eventually selling it to Comcast Corp. From there I founded a second start-up company where I worked as the Chief Financial Officer and managed projects with AOL, NBA, MTV and others. I transitioned from that company when I started a family and wanted to be at home more often.
I live with my wife and three young children in Harvard, MA. We enjoy all outdoor activities including hiking, camping, running, snowboarding, and obstacle racing.
I have played Ultimate Frisbee for decades and coach the youth team in town, ran a professional woodworking/furniture-making business, and host a podcast focused on financial planning.
Full Financial Planning
Over six 2-hour meetings I will give you a holistic overview of your financial opportunities.
this service includes:
- Begins with a brief, 45-minute chat to ensure we are a good fit.
- If we are a good fit, you will receive a detailed email including disclosure information, digital agreements, and additional information.
- Once agreements are signed and $500 deposit is paid, you will receive an email with a personalized website, sign up credentials for Financial Planning Software and Right Capital, and a calendar invite to set up first meeting
PRICING
6 meetings, $3,000 for singles, $4,500 for couples couples)
Send me a note
We work together to ensure your valuable resources are used to make the smartest decisions tailored to your desired life.
Depending on where you are in your life, I have three ways I can help you:
Full Financial Planning
Over six, 2-hour meetings I will give you a holistic overview of your financial opportunities.
Accountability (OnGoing)
After our Full Financial Planning, we will implement the plan together, where I prioritize and track our tasks. You also receive the benefits of wealth management and an ongoing customized yearly financial service.
Hourly
For clients who have specific questions or want a check-in on their current plans.
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I am Mike, CFP®
After founding two tech start-ups and being a full-time parent, I learned the ins and outs of investing, portfolio theory, and all that makes up the finance industry.
I uncovered my passion of working with people while using my skills to help others be successful on their life journey. I am here to provide you with actual financial feedback, not babysit your money.