Nature Scene

Who I Help

I provide professional financial advice to do-it-yourselfers navigating major financial decisions. With firsthand experience as a freelancer, solopreneur, and tech professional, I bring extra insight to those on similar paths. My services are best suited for people at a crossroads looking for a second opinion or guidance with a plan they can implement on their own.

Matteo Circle Headshot

Matteo Hoch
Principal + Founder
Fee-Only Fiduciary & Enrolled Agent

My Fee-Only Promise To You

As a fee-only fiduciary, I am legally and ethically bound to act in your best interest. My compensation comes only from the fees you pay for my advice. I do not sell any financial products, nor do I receive commissions or kickbacks for my recommendations. This removes conflicts of interest and ensures the advice you receive is completely objective and tailored to your success.

How I Can Help You

Comprehensive Financial Plan

A deep dive into your finances and investments. We’ll map out where you are, where you want to go, and create a stress-tested plan to get you there.

  • Can be broken into smaller, targeted chunks
  • Collaborative 3-meeting process
  • Industry-leading planning software

Starts at $2,500

Financial Physical

Unsure where you stand but not ready for a full plan? Get clarity on your financial health and actionable steps in a single session.

  • Perfect for a quick financial check-up
  • 60-minute focused meeting
  • Includes 15 minutes prep and 15 minutes for follow-up email with action items

$375

Tax Services

As an Enrolled Agent, the highest credential the IRS awards, I can help you with tax minimization strategies and preparation.

Learn more about Tax Services โ†’

Hourly Consultation

In the middle of a major decision? Hire me for a consultation focused on your most pressing questions regarding investments, job offers, major purchases, and more.

$250 / hour*

*$375 /hour for expedited <2 day turnaround

Ongoing Support with Monthly Membership

For those who want continuous guidance. Our monthly membership provides regular check-ins, ongoing support for your financial questions, and optional tax preparation service to cover your ongoing needs..

$125-$300 / month

How I Do Financial Planning