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$
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I will provide financial planning and advisor services
Vertical Edge Ventures Finance
Vertical Edge Ventures is a Investment & Financial Services firm based in Fremont, Ca. Our core business is our proprietary investing portfolio and strategy built to augment traditional investments. W...
About this Gig
We believe that financial advice and planning should be for everyone. We are here to bridge the gap by providing the financial education, structure, and accessible tools you need to build a secure future. Our goal is to assist you with achieving Financial Wellness and building clarity around your financial goals.
Services:
- Household Budgeting & Organization: Clear, manageable structures to keep your money working for you.
- Accessible Financial Planning: Expert guidance tailored to your goals at a fraction of traditional costs.
- Building Your Foundation: Guidance on hitting your first savings milestones without needing half a million dollars to get started.
Time horizon:
Multi-Year Planning
Tracking method:
Software-Based Tracking (Quicken, YNAB, Mint)
Language:
English
Target country:
United States
My Portfolio
FAQ
Can you help create a personal budget?
Yes, we have tools and systems that can tailor a personalized budget to help you achieve your financial goals.
Can you provide investment advice?
We cannot directly recommend specific investment products, however we can provide risk management analysis and investment thesis analysis for any investment you are considering.
What type of financial services do you offer?
We offer a comprehensive package that covers Cash Flow Audit (Income/Expenses), Budget & Spending tracking, Insurance, Debt Reduction, and Savings.
