Aja Financial offers a distinct combination of expertise, knowledge and transparency. I build customized portfolios for each client along with offering financial planning services. I will NEVER use Turnkey Asset Management Program (TAMP) and outsource the investment selection for my clients’ accounts to a firm, so-called Robo-Advisor, or computer-model. Anytime I am recommending an investment I have personally vetted it against my selection criteria. Further, I am a fee-only financial advisor receiving no commissions nor compensation from any investment products.
Finally, I believe communication is essential in this business and having been a client of other financial advisors before I entered this field, I have felt the frustration of trusting someone to invest with, then feeling neglected after my assets had transferred to them. I therefore work hard to foster an “open-door” relationship with my clients where they can feel free to contact me anytime with questions and for advice. Additionally, I attempt to reach out multiple times a year to check-in on what is going on in my clients’ lives.