One Time Financial Plan Creation
Individual plans start at $2,500 and include a one-year engagement. Pricing is based on the complexity of the planning needs and will be provided after an initial consultation and review of your situation.
Financial Plan Creation with Ongoing Planning & Investment Management
total Individual plans start at $1,750 and include ongoing Investment Management Services (investment selection and monitoring). Account costs are based on the total of Assets Under Management (AUM) and range between 0.75% - 1.5% of the total value of the account. Investment trades and changes are included in the cost and disclosed in advance of investment selection.
Kim Gaxiola, CFP®
Registered Principal/Founder, Investments
Owner, speaker, educator, and CFP® Practitioner, Kim advises tech professionals and their families who aspire to a "Work Optional" lifestyle. Transitioning clients from a "need to work" position to a financially independent one...
Victor Gaxiola
Co-Founder, Head of Marketing and Investment Advisor
Victor is a financial services and wealth management leader with a passion for digital innovation. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative...
Christinia Sardam, FPQP
Operations Manager and Registered Paraplanner
christinia@techgirlfinancial.com
Christinia Sardam is a highly experienced financial professional with the Financial Paraplanner Qualified Professional(TM) designation from the College for Financial Planning. She has over 10 years in the business. Christinia will be...
Mika Gaxiola
Client Services Intern
Mika Gaxiola is currently a Junior attending the Berklee College of Music in Boston studying music production. She is a talented vocalist and creator of the TechGirl Financial podcast theme song.
Nano SuperDog
Office Dog
Nano SuperDog joined the TechGirl Financial team in 2018 and helps with client relations and overall good vibes.