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 Hoch
Principal + Founder
Fee-Only Fiduciary, CFPยฎ + 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 ensures the advice you receive is tailored to your success.
How I Can Help You
Financial Physical
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
NOTE: At this time I am only offering financial physicals to new clients. If your situation is more complex I will refer you to a few advisors for help with a full plan. Please email [email protected] if you have any questions before booking.