Tommy Modec
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Tommy
Biografía
I started my career in financial services right out of college working for two of the biggest names in business. After several years, I opened my own financial advisory firm because I loved the impact I had on my clients’ lives, but hated the conflicts of interest that came along with working for the big box firms. If you are looking for a fun, engaging and welcoming environment (with possible Golden Retriever appearances) and easy-to-understand advice, then we'd be a great fit!
Puedo ayudarte con
Me gusta trabajar con
Lo personal
Outside of work, I love spending time with my gorgeous fiancée, Hannah, and our handsome Golden Retriever, Finn. Other loves in my life include: Jesus, my family, the Minnesota Vikings (sadly), the music of John Mayer, and the writing of Ernest Hemingway.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Personal Finance
- Investing
- Retirement Planning
- Portfolio Management
- Tax Strategies
- 401(K) Plans
- Roth IRAs
- Mega Backdoor Roth
- RSUs
- ESPPs
- Compensation Structures
- Insurance
- Knowledgeable
- Patient
- Thorough
- Clear
- Concise
- Friendly
- Professional
- Kind
- Thoughtful
- Caring
- Organized
- Prepared
Ordenar reseñas
Filtrar por tipo
Amazing work !
I can’t say enough good things about my financial advisor! 🙌🏾 At a time when I really needed to get my finances back on track, they didn’t make me feel judged or overwhelmed. Instead, they helped me see a path forward, get organized, and start making smarter decisions about my financial future. I’m genuinely grateful to feel like I’m finally back on my feet and moving in the right direction. Having someone knowledgeable in your corner who truly takes the time to understand where you are and where you want to go makes such a difference. If you’ve been feeling stuck, overwhelmed, or unsure about your finances, I highly recommend having the right person in your corner. Sometimes you don’t need to have it all figured out—you just need someone to help you create a plan ❤️
Very Dedicated and Easy To Work With
Tommy Modec went out of his way to assist me with a review of a financial plan. I came to him with a vague idea of the services I was seeking, and over the course of a half a dozen email exchanges, he helped me hone in on exactly what I was looking for. He did all that before we even agreed on a price. He also did a thorough job in reviewing the plan and explaining the pros and cons of said plan to me. I would highly recommend his services.
Expert Advice
Tommy patiently and expertly explained the suggestions he recommended and the course to follow going forward. His email highlighting our discussion was extremely helpful as well.
Extremely knowledgeable and well prepared.
Tommy was extremely knowledgeable and was well prepared for our meeting. We covered a lot of information and he provided input on my numerous questions regarding our specific situation in early retirement. His input was exactly what I needed to make me more confident in our path and to be better prepared when meeting our primary advisor team. I am planning to schedule a follow up meeting.
Provided action items to help put me on track
Tommy was easy to talk to and answered the questions I had while providing additional insights into my current financial status and concerns for the next few months. I liked that he identified a few action items that I could do immediately after the call, one of which will put money into my pocket right away! I will definitely re-book when the time is right to continue to prepare for my future retirement.
Tommy was well prepared for our meeting and pac...
Tommy was well prepared for our meeting and packed a ton of useful information into one hour. In his follow up email he gave me a very specific road map of next steps to follow in a concise and well organized way. Exactly what I was hoping to get out of our appointment. I wouldn't hesitate to recommend Tommy to anyone looking to get some clarity from a fiduciary.
Highly Recommend
I've been meeting with Tommy every few months for a few years now. He is always patient with my questions and his advice is incredibly helpful. I am confident in my finances thanks to his advice and guidance.
Thank you Tommy !
Thank you Tommy ! Tommy was very patient and answered all my questions. Definitely scheduling another appointment with him.
Excellent initial meeting
Tommy had great conversation pace and ensured our needs were met. I would recommend him to anyone, as well as schedule to meet with him for future needs.
Empathetic and Patient Advisor!
This one might be an unconventional review - Tommy's extremely patient, caring and thoughtful about how you approach your finances. I was extremely nervous for my consultation, but Tommy understood it and helped me with my urgent stressful issues right off the bat. He was methodical, helped me understand my situation better and walked me through the steps I needed to take. I will be scheduling a follow up as soon as I'm done with my first round of action items!
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.