Welcome To Spadafore Financial Planning
Providing financial planning and investment management for attorneys and business owners.
A Different Type of Coach
You may have worked with a financial advisor who led with products or a portfolio. I know that world well - I used to be that advisor.
My approach today is different. Instead of a sales pitch, you get a strategic ally.
The playing field in your 30s, 40s, and 50s is filled with challenges:
- Navigating taxes
- Growing your business, family, and career
- Preparing for life's biggest milestones
You don't have to face it alone. You'll have me to help you round the bases of your life with a clear gameplan for every stride.
Work With Us
What You Get With Us
Ongoing Planning
When was the last time your life stayed the exact same from year to year? I will meet to help ensure that your financial plan stays aligned with your goals.
Proactive Tax Planning
For attorneys and business owners like you, a financial plan without tax strategy is like playing baseball without a glove. I will work with you and your CPA year-round to build a tax-conscious plan from the ground up. (Please note: I do not prepare or file tax returns.)
Investment Management
Are your investments working for your financial plan, or are they just a collection of accounts working on their own? I will help you build a cohesive strategy where every part of your portfolio is aligned with your tax, retirement, and life goals.
Retirement Planning
When do you want to make work optional? I will help you build a clear gameplan to transition from a successful career to the next inning of your life.
More Than A PlanPlanner
I believe successful attorneys and business owners don’t just need a financial plan. They need a coach to help them stick with it. My entire practice is built on that simple idea.
A Wake-up Call
I didn't always do things this way. When I started my career, the focus was on selling products. It just didn't feel right. The real wake-up call came when a few clients left. I realized they had big questions about their business, tax strategies, and their future that a product-first approach couldn't answer.
Finding A New Gameplan
That experience sent me on a mission. I started learning from other financial planners. I began studying how they put their clients' real needs first. I learned that my job wasn't to sell something, but to provide a clear strategy.
A Practice Built To Be Different
The result is the practice I run today. I built Spadafore Financial Planning to be different. Now, I wake up excited every day because I get to help people solve their real-world money challenges. Together we will build a financial plan first that is built around your needs and goals, and the investments are just the tools to help make it happen.
My Why Coach?
I played baseball my entire life up until I graduated college. After I graduated, I got right into coaching. I learned early on that a good coach doesn't just create a lineup and walk away. They're on the field with you, helping you make educated moves and stay focused on winning the game. I bring that same energy to my financial planning practice. We'll build the game plan together, and I'll be there to help you see it through.