The Financial Planner for Millennials
I’m Brandon Amaral, a fee-only CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent. As a Fiduciary, I provide personal finance, investment, and tax planning advice.
I started Amaral Financial Planning to help my fellow Millennials and Gen Z. While traditional financial advisors focus on working with wealthy, older generations, I want to help my generation build their wealth and live rich lives.
My goal is to help you move from confused and overwhelmed to confident and informed.
Services tailored to your unique needs
Wealth Builder
$500 planning fee
$199/ month for singles
$249/ month for couples
Services included:
- Life planning & goal setting
- Credit optimization
- Insurance review
- Student loan payoff strategy
- Cash flow planning
- Home purchase planning
- College savings
- Open Enrollment review
- Investment advisory at 0.50%
- Tax Preparation & Notary services
Wealth Management
$1,000* planning fee
$349* / month
*Fee increases based on complexity
Services included:
- All Wealth Builder services plus
- Tax planning
- RSU & ESPP planning
- Stock option & IPO planning
- Retirement Planning
- Estate Planning
- Salary review & negotiations
- Small Business consulting
- Investment advisory at 0.50%
- Tax Preparation & Notary services
Honest and collaborative planning process
Understand
Analyze
Where are you today?
Design
Define
What are your goals?
Deliver
Create
How will you achieve your goals?
Monitor
Adjust
Your plan and keep you accountable
As seen in the Media
