Max Pashman
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All 50 States
As a member of Women in Sales, I've seen first hand the stories and experiences of what women have had to encounter in the workforce. It's inspired me to contribute wherever I can in the realm of personal finance!
In 2021, 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:
🔵 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 25-45 years old
Target: Sales professionals, 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 monthly subscription 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.
Stop delaying action. Shoot me a message to schedule a complimentary intro.
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PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in the State of California, Utah, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
Monthly Subscription:
Single: $600 Upfront + $195 per month
Married / Couple: $600 Upfront + $275 per month
AUM: (Optional)
.3% AUM (Capped at $3,000 per year)
