Financial Planning for Do-It-Yourselfer Investors

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Matteo Hoch, Investment Adviser, Enrolled Agent โ€“ Principal + Founder, Las Vegas, NV

Fee-Only Fiduciary

Project-Based Financial Planning

Tax Professional

Investment Advice

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How I Can Help You

As a financial planner I see many clients like you. From advising other clients, to experiencing similar life changes myself, Iโ€™m able to use that knowledge to guide you to use your money with purpose. All while creating a plan to avoid the pitfalls you may not even know about that can derail your goals.

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 youโ€™re concerned about.
  • Collaborative process โ€“ plan for at least 3 meetings over a 3-month period.
  • Industry leading financial planning and tax planning software

Full plans generally start at $2,500 and depend on complexity and your needs. The financial plan can be broken into smaller chunks targeting your biggest needs. These chunks are typically around $800.

Financial Physical
Investments

Unsure of where you stand financially but not ready to invest in a full financial plan?

Get clarity on your financial standing and actionable steps in just 60 minutes.

$375 includes a 60-minute meeting and follow-up email with action items.

Taxes
Taxes

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

  • Tax Minimization
  • Tax Preparation

Learn more about my tax services here.

Consultation
Guy Smiling

In the middle of making a major decision and afraid of what you donโ€™t know?

Hire me for a consultation focused on answering your most pressing questions.

  • Investment Advice
  • Self-Employed Retirement Planning
  • Major Purchase Planning (car, house, going back to school, etc), investments advice
  • Evaluating a job offer and starting benefits
  • Tax Planning

$250 per hour Expedited service available for an additional fee.

Who I Serve

I provide professional financial advice to do-it-yourselfers navigating major financial decisions and love helping people use their money with purpose. With firsthand experience as a freelancer, solopreneur, and tech professional, I bring extra insight to those on similar paths.

Best suited for people at a crossroads looking for a second opinion or guidance with a plan they can implement on their own.

More About Matteo

Presentation I Gave to Freelancers