It starts here...
"Are We A Fit?” Meeting
Schedule a 30-min discovery session to discuss your goals, and interests in working with a financial planner. You’ll also learn about my approach to financial planning and have the opportunity to ask any questions you may have.
Onboarding & setup
- Sign Client Agreement & Set-Up Payment
- Schedule Our 1st Planning Meeting
- Complete Data-Gathering Actions
- Get organized Meeting (Optional)
My process is educational, comprehensive, and tailored to your unique needs.
Whether your question is about what to do today, in ten or thirty years, we can give you an answer in a data-driven, holistic manner.
- 516-421-3367
- Email Me
- Virtually
FAQs
To be quite honest, it’s not a guarantee that you should. You should interview several planners before you choose one. You need to understand their philosophy, process, and personality – and you need to like each one of those. Deane Financial was founded by Millennials for Millennials and we’ve built our firm to address the unique set of needs, concerns, opportunities, and constraints inherent in the tech industry. So if you’re a Millennial in the tech, not to brag, but we’re sort of a good catch. We’ve thought long and hard about our philosophies of planning and investing for Millennials and we’re dedicated to empowering you.
You don’t need a minimum account balance or wealth level to work with us. We’ve designed our service model to allow us to work primarily with Millennials who may or may not have the assets that traditional advisory firms require in order to work with them. We believe everyone is entitled to quality, unbiased financial advice. The earlier a solid foundation is built, the greater the chance of building and sustaining wealth, and achieving financial freedom.
We spend our time focusing on issues that you face – stock options, RSU’s, paying off debt, prioritizing savings goals and many others. Not to mention, through our personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, we share a perspective that very few financial advisers in the industry can.
Lastly, we’re a fee-only firm that abides by the fiduciary standard.
Of course! You can cancel the relationship at any time. Our clients pay their fee on a monthly basis at the beginning of each month. This agreement may be terminated, without penalty, upon at least 30 days written notice by either party. There are no refunds on fees already paid for services rendered.
All Deane Financial employees and contractors avoid sending sensitive information in emails and encourage clients to similarly abstain. We operate almost exclusively with web-based software. The data we do store is cloud-based. Our hardware is protected with strong passwords. The vast majority of business and client data is held by trusted providers. We use dual-factor authentication when available. We are happy to provide our Data Security Manual, upon request.