TJ van Gerven
- CFP®
Memento Finacial Planning
Woburn, MA
Contact TJ
TJ can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
TJ specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Windfall Planning
- Business Finance Planning
Pricing
My quartlery fixed fee starts at $1500 and goes up to $3000 (max) based on complexity.
About
Theodore Joseph (T.J.) is a financial planner, the founder of Memento Financial Planning, and the host of the podcast Do More With Your Money. After graduating from Virginia Tech, T.J. has spent his entire career in the financial services industry as a financial planner. T.J. is passionate about helping millennials use money intentionally as a tool to build toward financial flexibility and independence. Outside of helping clients with their financial plan, T.J. enjoys practicing Muay Thai, listening to audiobooks, going to Martha’s Vineyard, and hanging with his friends and family.
Here's an episode my podcast: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage Episode #134