Max Pashman

Background

About Max Pashman

I left the financial industry because I saw a problem. People wanted to work with a planner, but they ended up becoming a number on a spreadsheet. I had to leave to start something new. And now? I'm a fee-only planner who helps salespeople & equity compensated employees under 45 give a purpose to their paycheck. I left the large financial institutions to start my own independent company. I did it so people could pay for real planning and not just an agenda to sell a hidden product. As a true fiduciary, Pashman Financial, LLC was built on that promise by focusing on you and you only. Why people hire me? Well, people have come to me with the following problems- They want peace of mind with their money - Their old advisor barely communicates with them - They want an answer tailored to them, not from Google - They felt pressured to buy a product that wasn't a right fit - They are great at making money but struggle to keep it - They want a simple plan that's easy to understand - They want someone to hold them accountable - They want someone they can trust What are my services? I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress. Cash Flow Management Equity Compensation Real Estate Planning Investment Planning Retirement Planning Insurance Planning Education Planning Tax Management Debt Repayment Estate Planning Who do I serve? Age: Individuals and families between 30-50 years old Target: Sales pros, tech employees, other millennial families Location: Virtually anywhere in the U.S. But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. Your personality is everything. Why I'm different? 1) My model is primarily a flat fee service. No time trap. 2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning. 3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. I get paid to truly keep you accountable over time. You can find my pricing in my "featured" section on the website. Stop delaying action. Shoot me a message to schedule a complimentary intro.