0
Client Reviews
1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
High-earning Millennial under 45 who is raising a family, earning good money but is time-strapped. They have a strong cash flow but lack the time or expertise to build a comprehensive financial plan that aligns with their lifestyle and long-term goals. They want to optimize their wealth and care about both saving and enjoying life today.
Clients who wouldNOTbe a good fit
Someone who is looking for "advice" but is not open to making changes.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
1%
Flat Fee/Retainer
$2,400
One-Time Financial Planning Fee
$2,400
Subscription
$200
Meeting Options
Video meetings
Phone
In person meetings
About Ryan-Canfield
Making good money but still feel like you're stuck? You're not alone. Maybe you're dealing with:
• A great salary
• Student loans that won't go away
• No idea where, how to, or what you should be investing in
• Fear of making financial mistakes
• Uncertainty that you're not taking full advantage of all opportunities
• Wanting to travel more today, while also responsibly saving for the future
We get it! We've helped a lot of Millennials just like you. We speak your language. No jargon, no judgement. Just clear guidance.
• A great salary
• Student loans that won't go away
• No idea where, how to, or what you should be investing in
• Fear of making financial mistakes
• Uncertainty that you're not taking full advantage of all opportunities
• Wanting to travel more today, while also responsibly saving for the future
We get it! We've helped a lot of Millennials just like you. We speak your language. No jargon, no judgement. Just clear guidance.
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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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.
