Welcome to Crafted Financial Planning!
We’re so glad you’re here.
Serving High-Earning Millennials in Tech and Medicine
You've mastered earning money, but are you maximizing your financial potential?
Financial success isn’t just about earning a high income—it’s about strategically using your resources to build a life rich in experiences, purpose, and freedom.
We’re here to guide you through the opportunities and challenges that come with your success, transforming your hard-earned wealth into a powerful tool for crafting the life you’ve always envisioned.
Whether it’s optimizing your tax strategy to keep more of what you earn, fully leveraging your company benefits and equity compensation, or preparing for financial curveballs, we make sure your money works as hard as you do.
Dr. Patel
Chris & Sienna
Emily & Michael
Let’s find that sweet spot where career ambition meets personal fulfillment.
You’re achieving new levels of professional success, but having an impressive income isn’t the end goal — it’s the foundation for a life filled with meaningful choices, personal growth, and limitless possibilities.
We get it. You want to crush it at work and savor life’s precious moments. That’s exactly why we’re here.
Imagine:
- Going on that bucket-list vacation without worry
- Freedom to pursue passion projects that truly inspire you
- Increasing your impact supporting causes close to your heart
- Providing yourself and your family with more opportunities
All while ensuring your future self (and those closest to you) are set up for success.
It’s not about choosing between living your best life today or saving for a secure tomorrow. It’s about crafting a smart, dynamic strategy that lets you do both.
Think of us as your financial thought partner for life’s biggest decisions.
High incomes come with big questions. We're here to help you answer them.
Moving up tax brackets can feel like taking one step forward and two steps back. We’ll find ways to minimize your taxes, so you can keep more of your income.
Your company benefits are just the beginning of your growth potential. We’ll help you invest wisely, ensuring your money works hard for you.
Balancing current lifestyle goals with future aspirations is a common challenge for high-earners. We’ll craft a strategy that lets you live well today and build for tomorrow.
DIY financial management can leave critical gaps as your net worth grows. We’ll spot and fix these oversights, ensuring you’re prepared for anything.
What makes us different?
We keep it real.
No sales pitches
No judgment about your spending
No confusing financial jargon
Just clear advice and smart strategies to
help you make the most of your money.
You can expect us to:
- Listen before offering advice
- Find opportunities for you to thrive, both personally and professionally
- Consider the tax impact before making big financial moves
- Collaborate with your CPA, attorney, and other trusted professionals
- Celebrate your wins and support you through challenges
- Educate and empower you to make smart financial decisions
Ready to level up your finances?
We’re ready to craft your plan and make the most of your success.
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