Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

A couple years ago I realized how LITTLE I knew about money…read more I had the basics (savings, budgeting, etc.) and understood the end game (retirement). But what about all those decisions in the middle? It's hard to talk about, because everyone comes from a unique place: $ saved, debt accrued, etc. For example, my biz school friends went straight into jobs that made money from the get. I dropped out, waited tables, and worked for free. I was ready to make the biggest decisions of my life, but had no help to answer questions like: - If I want to buy a house in 3 years, how much money do I need? - Am I buying a house for the right reasons? - If I'm ready to start a family, when do I start saving? I started working with StashWealth as a financial advisor and it's been amazing. I got: - Personalized, actionable advice. 100% customized plan - Told me exactly how to reallocate my money. Then helped me open and close the right accounts. - Crazy good response rate. Anytime I've had a question, Rob (a co-founders) answered it in a few hours. Caveats: - SW is not right for everyone. IMO, get a baseline edu of personal finance first. - SW is NOT a "budget" option. They have a fee, more than Wealthfront or Betterment. All options are good, it depends on your needs. I've been lucky to work with many successful people. I've learned: No one "figures it all out." There's always another challenge, whether it's financial, career, or personal: mortgages, child care, job loss, cancer. And StashWealth is there to help you navigate these challenges. If you want more info, I wrote a more detailed review here, where I talk about who StashWealth WOULD be good for, and who it WOULD NOT be good for: http://christopherming.com/2018/02/honest-stashwealth-review/

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

Usually, when you see anyone who has all 5 star reviews, a red flag should go up that this person…read morehas gotten friends and family members to fill up his page. I decided to see for myself, and Shane is the REAL DEAL. He is compassionate, knows the tax code, and he takes the time to understand your issues and is not afraid to tell you if he doesn't have the answer right off the bat. Your time will certainly be well spent talking to him Thank you again Shane !!!!

Shane has been my accountant for four years and I truly don't know how I got through tax season…read morebefore partnering with him. I've often had complex returns: multiple freelance gigs, income from multiple states, unpaid taxes from previous years. This has never been an issue for Shane to take care of. Easily the best part of working with Shane is the transparency he provides and the effort he makes to keep you informed of what he is doing. Tax code is tantamount to alien language to me. Shane not only takes the best approach to protect me and insure I am taking advantage of every legal tax means possible, but goes out of his way to make sure that I understand what he is doing and why. Shane is also a CFP and his financial planning skills are an added benefit to working with him. I feel much more comfortable about my future financial health having heeded his advice. He has been known to take house calls, meet in the confines of a friendly and quiet bar, or invite you into his own office--whatever is most convenient for you. I wish the song "Taxman" by The Beatles had a positive connotation--like perhaps about a Justice League member that has tax return powers--because Shane is definitely my Taxman Superhero!

I highly recommend this small accounting firm. I have been using them consistently for over five…read moreyears, and they have been attentive, helpful, and patient throughout that time. They have assisted me in running my small business, keeping me organized, and ensuring I remain in compliance. They take the time to answer questions, explain things clearly, and make sure everything is handled properly. Their professionalism, reliability, and personal attention make working with them a very positive experience.

Griffiths Tax and Accounting is an amazing place for my taxes and other necessities. Not only they…read moreassist me with Accounting and taxes, they also give recommendations on possible payment plans so I do not need to pay all at once. Everyone is really great and on point with what they do. I would definitely recommend going here.

Been going to Betina for years She is great…read moreI wish i had listened to her advice on investing many years ago instead of making excuses why i didn't have enough money.. i would basically be rich right now at 54 .. oh well. I highly recommend her

I am writing to express my sincere gratitude for the exceptional service provided by Areno Tax &…read moreFinancial Services. My family and I have recently navigated a challenging period involving the care of my two elderly parents. During this stressful time, the support and guidance offered by Steve and his team have been invaluable. Their expertise and dedication have been instrumental in helping us navigate complex financial matters, providing much-needed clarity and relief. From my first meeting with Steve Araneo and his staff, I was deeply impressed by their genuine concern for our situation. They treated me and my Parents not as just another client, but as individuals with unique needs and circumstances. This personal approach significantly alleviated the stress and anxiety associated with our situation. Their responsiveness, professionalism, and attentiveness to detail were consistently exemplary. Every member of the team, from reception to the financial planning professionals, demonstrated a commitment to excellence and a genuine desire to assist us. I wholeheartedly recommend Areno Tax & Financial Services to anyone seeking a reliable and compassionate financial planning team. Their expertise in both tax and financial matters is exceptional, and their dedication to client well-being is unparalleled. My experience has been so overwhelmingly positive that I felt compelled to share my sincere appreciation. You can confidently entrust your financial future to their capable and caring hands. I'm so grateful to all of them, and I mean that.

I've worked with Craig Bergen for well over 15 years and he's done exceptional work. He carefully…read morecombed through my materials, found appropriate write offs that I'd have missed and in such ended up saving me money. He takes time to explain the process too. Such a likable guy and reasonable priced service. I can't recommend highly enough!

I called to Metro Tax Group to see if they might be able to help me with a IRS Form that I've been…read moretold by the IRS that I need to file asap. (I had called my regular tax folks and they said they were going home at 2pm on a Saturday.) I politely asked the woman who answered the phone if they might be able to help me fill out 1 form today. I have the numbers that need to be input but I don't know what I'm doing. Anyway, the woman who answered the phone at Metro Tax Group took great umbrage at me calling to see if they could help. She raised her voice and said something like, "You want US to help YOU when we have all of our own clients to help!?" She could have just said calmly, "Unfortunately we're fully booked right now with our regular clients." It's okay - she saved me from lot of stress and agita from working with them.

If I could give more stars, I would! AJ and Shane represent the best of what financial planning can…read morebe -- super knowledgeable, great coaches, and they truly understood my goals and my desire to be financially free and showed me how it is possible. I love the presentation they put together, and I also LOVE the online portal they use. It's super convenient. Shane is also a great CPA.

Ally Jane and Shane were really kind, patient, and knowledgable at helping me sort out my finances…read more And they never made me feel like an idiot or talked in all finance jargon, which was important to me. Best of all they helped me open up a SEP IRA, a roth IRA, and a taxable account and advised me on the stocks and bonds to buy. I didn't even know what any of that meant before I met with them!!!! Highly recommend BK FI, esp for freelance creative types and entrepreneurs.