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Does this sound like you?
Starting a business has its ups and downs.
Building a business is an exhilarating journey, but it comes with uncertainties and risks. As a founder taking bold risks to turn your vision into reality, safeguarding your investment and personal finances is crucial.
Financial planning doesn't have to be overwhelming.
Embarking on a fulfilling medical career comes with its share of challenges. You've worked hard to earn a solid income, but the burden of student loan debt and the complexities of financial planning can be overwhelming.
Your dream job deserves a dream financial plan!
With your dream job comes benefits and a higher salary. Let's ensure your financial future aligns with your success, so you can make the most of your newfound prosperity and build a secure foundation for the life you've always envisioned.
Your financial ally.
Expert Guidance, Strategic Planning, and Personalized Solutions for Financial Success.
Financial Planning
My ultimate goal is to help you achieve your short and long-term financial goals. I start by creating a comprehensive financial plan, utilizing advanced planning software*.
I then work closely with you to tailor and maintain this plan, ensuring you're on the right path while preparing for both expected and unexpected challenges.
*Based on 2022 T3/Inside Information Survey average rating results for Financial Planning Software
Services include:
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Net worth assessment
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Cash flow and savings projections
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Estate planning
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Debt assessment
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Retirement planning
Services include:
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Net worth assessment and tracking.
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Cash flow and savings projections.
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Estate planning and guardianship considerations.
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Debt assessment, refinancing, and payoff strategies (i.e. education, home, credit card, car, etc.)
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Employee benefits reviews and recommendation.
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Personal residence purchase analysis and projections.
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Income tax projection and planning
Investment Advice
The right investment choices can make or break your financial success, and my commitment is to set each client on a path to investing success.
I steer clear of the 'one size fits all' approach. Instead, I leverage cutting-edge financial technology to discern your unique risk tolerance and portfolio volatility.
Expertise includes:
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Stocks
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Bonds
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Index Funds
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Mutual Funds
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ETFS
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Cryptocurrencies
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RSUs
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Stock Options
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401Ks
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Roth/Traditional IRAs
Education
One of the most rewarding aspects of my role is being both an advocate and educator, empowering clients to make well-informed financial decisions consistently.
I specialize in distilling complex topics into engaging, enjoyable, and informative content. Our regular interactions aim to bridge any knowledge gaps.
About Me
My name is Dan Stone
After 8 years in the energy industry, gaining diverse experience in venture capital, business development, and supply chain across Houston, New York City, and San Francisco, I found a passion for researching and investing during my nights and weekends. Successful in this space, I reached a milestone that allowed me to leave my corporate career.
Faced with the question of 'what now?' I established Stone Financial Advisor, my registered investment advisory firm. My goal is to help others improve their financial well-being with authenticity, transparency, and integrity.
I'm confident in delivering exceptional advisory services, grounded in the understanding that trust is earned consistently. The value I provide exceeds the time and cost, reflecting my commitment to your financial success.
