Ad Astra Financial Planning
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
0
Client Reviews
$6,000
Flat Fee/Retainer
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We specialize in helping tech professionals who've done well in their career retire early, downshift to part-time or consulting work, start their own company, or make a career pivot. We also specialize in navigating complex equity compensation and provide in-depth tax planning.
Clients who wouldNOTbe a good fit
If you are struggling with a lot of credit card debt, we are probably not the firm for you.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$6,000
Hourly Rate
$275
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
About Ad Astra Financial Planning
Ad Astra Financial Planning helps tech professionals make work optional
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
