Neil Krishnaswamy, CFP®, RICP® Krishna Wealth Planning

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About Neil Krishnaswamy, CFP®, RICP®, EA

My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning.

With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media.

Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family.

On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University.

On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of 17 years, Pavi. I also playing tennis, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful 11-year-old daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.

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Recently Published

Investing vs. Speculation – What’s the Difference?

September 15, 2022

Investing vs. Speculation – What’s the Difference? 7.5-Minute Read “In 1,000 parallel universes, you want to be wealthy in 999 of them. You don’t want to be wealthy in the fifty of them where you got lucky, so we want to factor luck out of it.”     –   Naval Ravikant Volatile Markets. Emotional Swings. […]

The post Investing vs. Speculation – What’s the Difference? appeared first on Krishna Wealth Planning.

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Have Goals but Focus on Systems

August 16, 2022

“Financial plans are worthless, but the process of financial planning is vital.”       –  Carl Richards (The Behavior Gap) Are you a goal setter? Do you set and track goals in either your personal or work life? If so, you’re not alone. Personally, I’m not a regular goal setter. This might sound surprising […]

The post Have Goals but Focus on Systems appeared first on Krishna Wealth Planning.

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Can You Benefit from a Profit First Mindset?

July 10, 2022

7-Minute Read “Profitability isn’t an event; it’s a habit.”    –  Mike Michalowicz Are you an entrepreneur or wish to be one? You probably believe that your business will improve the quality of your family members’ lives while positively impacting your customers and employees. Challenges inevitably arise while turning your vision into a reality. Does […]

The post Can You Benefit from a Profit First Mindset? appeared first on Krishna Wealth Planning.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Pro Bono
  • Retirement Planning
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • AUM: 1.0%

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