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 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..