Arielle Minicozzi, CFP® Sphynx Financial Planning
About Arielle Minicozzi, CFP®
Have you ever heard the phrase “it takes money to make money”? Most traditional financial advisors only serve clients with $250,000+ in investable assets but how do you get there?
I started Sphynx Financial Planning in 2017 to reach under-served markets – particularly Generation Y. Because I came from a non-financial background (I was an art major in college), I understand how it feels to be overwhelmed by financial jargon.
I worked as a mortgage loan officer and a tax preparer before launching my firm. Much of my interaction with clients involves breaking down complex financial information into easy-to-understand terms and forming easy-to-follow action plans that are actually achievable.
Let’s make a plan – sign up for a free consultation here.
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- Cash Flow/Budgeting
- Gen X
- Home Buying
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Setup Fee starting at $500
- Quarterly Retainer: $250+ / quarter