My name is Daniel S. Bernstein, and I’m a financial planner located in Boston, Massachusetts. I specialize in helping people get out of the rat race and achieve greater financial freedom. We live in a time of great abundance, and there is no need for most people to be grinding away at unfulfilling jobs Monday through Friday. It’s possible to spend your days doing what makes you happy, while you watch your resources grow faster than you can use them up. My mission is to help get you there.
I take a highly personalized approach. Come to me with an open mind, and I can draw upon a massive and varied toolbox. We may find ourselves talking about strategies for the alternative minimum tax, strange new investments such as Bitcoin, or the finer points of dumpster diving. I will do what it takes to guide you towards greater financial freedom than most people can imagine, just like I have done for myself.
Unlike most in the finance world, I am honest and straightforward about the fees I charge. If you are interested in working with me, the first step is to schedule a free initial consultation. If we both decide to proceed, you will pay me $1,000. There are no additional payments, secret commissions from selling you mutual funds, or any of that nonsense. We will schedule a few sessions, in which I will gather information from you, listen to your concerns, and take you through various exercises. This will culminate in my creating a written plan for you. The relationship doesn’t end there, however, as I will be available indefinitely for questions.
Unfortunately, I am not able to take on new clients at the moment. If you are interested in working with me, please send me an email at email@example.com, and I will let you know when a spot opens up. In the meantime, feel free to read more about my story and check out my blog, which I update every Monday.