Finances for the less traditionally employed and those aspiring

Matteo Headshot
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

Comprehensive Financial Plan
  • Covering your finances and investments with 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.
  • Industry leading financial planning and tax planning software

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.

Tax Preparation

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

  • Individual Income Tax Return (starting at $350)
  • Solopreneur Tax Return for your business or personal including Schedule C (Starting at $850)

The exact price will depend on the complexity of the return.

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.

Guy Smiling
  • Self-Employed Retirment Plan
  • Major Purchase Planning (car, house, going back to school, etc), investments advice
  • Tax planning
  • Miscellaneous questions

$250 per hour

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 guidance with a plan they can implement on their own.

More About Matteo

Presentation I Gave to Freelancers

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.