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KEEP CALM
AND
MAKE A PLAN

“Justin is a wonderful and very clear financial advisor. He has helped me clearly articulate my financial goals and ensure that I have the right steps needed to achieve it."
Abi A.
Abi A.
Brooklyn, New York

✅ Who We Serve

Financial Boss is a fee-only financial fiduciary serving mid-career Millennial professionals looking to optimize their cashflow, align their money with their values, and retire early.

Our typical clients are mid-30s to 40s families with a home and income over $180,000 who lack time to handle their increasingly complex financial life on their own.

Optimize Cash
Align Values
Retire Early
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🧘 What We Do

Financial Boss takes an enlightened approach to financial planning and investment management.

We practice financial life planning and behavioral coaching because money is an emotional subject. Success in achieving  your goals requires  🧠 and ❤️ to be in-sync.

We also encourage aligning your investments with your values, which is why we offer Environmental, Social, and Governance (ESG) portfolios, customized to your needs.

Financial Planning
Investment Management
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💬 How We Work

Financial Boss prioritizes communication. We collaborate virtually with clients via videoconference and pre-recorded Loom videos. Clients can also contact us through email and text.

We created a "waiting list" to ensure that we provide the same level of exceptional service to all of our clients. New clients are typically onboarded on the 15th and 28th of each month.

Video
Email
Text
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"I created Financial Boss to help people optimize their cashflow, align money with their values, and retire early, so that they can focus on family and career growth."
Justin Belkin
Justin Belkin

CEO, Financial Boss

Our Process

We found that new clients who follow this 3-step onboarding process receive the best results. 

1
Submit Form
2
Link Accounts
3
Baseline
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📄 Submit Form

If you're interested in having Financial Boss provide you with financial planning advice or manage your investments, then the first step is to click on the "Join Waitlist" button below.

This will take you to a form that asks you some basic questions to help us understand your needs and situation.

After completing the form, you'll have the option of scheduling a complimentary call to ask more questions.

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🔗 Link Accounts

Provided we're a good fit for one another, then we'll notify you in advance when we expect an opening on our "wait list." 

We will immediately get started on gathering your financial information. Financial Boss will send you an invite to our financial planning software that allows you to easily connect your accounts.

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🎯 Create Baseline

Within the first week of starting with us, we'll schedule a video call to review your financial information to make sure that we're correctly accounting for all income sources and categorizing expenses correctly. This will allow us to build a preliminary budget for you. 

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Ready to live your best life?

Take the
first step.

Visit Office

100 Terminal Drive, Plainview, NY 11803

Send Email

hello@financialboss.com

Call or Text

+1 631 888-9109

Community

Engage

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