Building serious, long-lasting financial relationships
At FormosaFinCoach, we believe in the power of building serious, committed relationships with your finances. Founded in 2018, our mission is to provide professional, transparent financial coaching that empowers individuals to achieve lasting financial stability and growth.
We take a minimalist approach to financial planning, stripping away unnecessary complexity to focus on what truly matters: your unique goals and the clear path to achieving them.
We earn your trust through transparency, integrity, and consistent results.
We focus on detailed analysis and carefully calibrated financial plans.
We recognize that every financial journey is unique and requires personalized strategies.
We continuously evolve our strategies to navigate changing financial landscapes.
Our diverse team of financial experts is committed to guiding you through every step of your financial journey.
Founder & Chief Financial Strategist
With over 15 years of experience in financial planning, Ananya founded FormosaFinCoach with a vision to make professional financial guidance accessible to everyone seeking long-term financial stability.
Investment Specialist
Priya specializes in creating balanced investment portfolios that prioritize long-term growth while managing risk. Her analytical approach helps clients navigate market volatility with confidence.
Retirement Planning Expert
With a background in actuarial science, Rahul helps clients develop comprehensive retirement strategies that ensure financial security throughout their golden years.
Tax Strategy Specialist
Neha's expertise in tax law and financial planning helps clients optimize their tax situations while maintaining compliance with all regulatory requirements.
Estate Planning Advisor
Arjun specializes in helping clients protect their assets and create meaningful legacies through comprehensive estate planning strategies tailored to their unique family situations.
"The personal connection and professional expertise of the FormosaFinCoach team in 2024 became the foundation of my financial independence in 2034. Their commitment to my long-term success made all the difference." - Future Client, 2034
We begin by thoroughly understanding your current financial situation, goals, and unique circumstances.
We develop a customized financial strategy aligned with your specific objectives and risk tolerance.
We guide you through the practical implementation of your financial plan, making adjustments as needed.
We maintain a long-term relationship, regularly reviewing and refining your strategy as your life evolves.
Schedule a consultation with our expert team to begin your journey toward lasting financial stability.
Contact Us Today