Finances for the less traditionally employed and those aspiring

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Matteo Hoch, Candidate for CFP® certification, Enrolled Agent – Principal + Founder, Las Vegas, NV

Project-Based Planning

Fee-Only Fiduciary

No Asset Minimums

How I Can Help You

Tax Preparation

I am an Enrolled Agent, the highest credential the IRS awards. I can help you with:

  • Individual Income Tax Return (starting at $300)
  • Solopreneur Tax Return for your business or personal including Schedule C (Starting at $500)
Investments Second Opinion

Have a financial advisor or a strategy you developed but aren’t sure if you’re missing out on something? Hire me for a second opinion.

This service can be done virtually via email or in 2+ meetings at your preference.

Starting at $500 and depends on complexity.

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  • Major Purchase Planning (car, house, going back to school, etc), investments advice
  • Tax planning
  • Miscellaneous questions

90-minute session – $300. Additional $250 per hour for anything beyond the session.

Comprehensive Financial Plan
  • Industry leading financial planning and tax planning software
  • Covering where you are currently, where you want to go, and, most importantly, create a plan to get there. All while stress testing decisions and unknowns you’re concerned about
  • Collaborative process – plan for at least 3 meetings over a 3-month period.

As part of the comprehensive financial plan, you will have access to your financial planner, Matteo Hoch, for 6 months for questions and help with implementation.

Comprehensive plans generally start at $2,500 and depend on complexity and your needs.

Who I Serve

I serve the less-traditionally employed and those aspiring. Freelancers, solopreneurs, and those experiencing a “quarter-life” crisis unsure of how to take the next step in their lives.

Best suited for people earlier in their financial journeys looking for a second opinion or a plan they can implement on their own with some guidance.

More About Matteo

Recent Blog Posts

Explore Working Together

Flexible meeting times that work around a full-time schedule! Book a complimentary meeting or email us directly to explore if we are a good fit.

Work without Meeting

Contact if you would like to explore working together without directly meeting.

Please note, not all situations can be responsibly handled without having some conversation and collaborative meetings.