Our Process
Plan
Start with a no-pressure consult
Implement
Gather your goals and documents
Delegate
Start executing a real plan
As Featured In
Begin Your Plan
+877-558-8037
A Legacy Rewritten—One Family at a Time
Our Success Rate.
Delivering proven financial results through personalized, client-focused strategies.
Lampados Financial Group: Service Offerings
We guide you through a proven three-step journey that gives you clarity, momentum, and freedom—without hidden fees or confusing fine print. Our services are structured into clear models, so you know exactly what to expect. Whether you’re just getting started or planning for retirement, we’re here to support you with flexible options and transparent pricing.
Phase 1: 90-Day Financial Independence Accelerator
What you get:
Build your complete wealth plan from the ground up. Cash flow, investments, tax strategy, debt elimination, insurance, estate planning.
What’s Included:
- Access to Monarch Money dashboard
- Personalized Financial Health Checkup
- Quarterly Updates and Action Steps
- Debt elimination plan with exact payoff order
Best for:
Investment:
Investment: $9,000
Phase 2: Wealth Implementation & Monitoring
What you get:
Stay accountable, on track, and moving toward your number every month with quarterly reviews and a financial engineer on call.
What’s Included:
- Comprehensive Financial Plan Creation
- Budget Coaching & Debt Optimization
- Retirement Planning & Goal Setting
- Quarterly Financial Check-ins
- Ongoing accountability and coaching
Best for:
Investment:
Investment: $500 – $1,000/month
Phase 3: Private Wealth Management — Invite Only
What you get:
What you get:
- Full investment management across all accounts
- Tax-aware rebalancing and withdrawal strategies
- Coordination with CPA, estate attorney, and insurance
- Financial planning adjustments as your life evolves
- One point of contact for your entire financial life
Best for:
Investment:
Investment: 1% of assets under management
Find the Cracks in Your Financial Foundation
Take the free Financial Scorecard. Two minutes. No commitment. Just clarity.
Experience the Difference with Our Expert Financial Services.
Personalized Approach
We tailor every financial strategy to your unique life goals and values.
Fiduciary Commitment
As a fee-only fiduciary, your best interest is always our top priority.
Decades of Experience
Benefit from 20+ years of trusted financial guidance and insight.
What Our Clients Say About Our Financial Services
Insights and Tips to Enhance Your Financial Knowledge.
The Dollar After You Max Your 401(k): A First-Gen Investor’s Order of Operations
Last month a software engineer I’ll call Daniel sat across from me with a good problem. He had maxed out his 401(k). Every dollar the IRS allowed, automated into the plan since January. He earned $190,000, his wife was finishing residency, and $40,000 sat in his checking account doing nothing. “I did what everybody told […]
Case Study: The Pharmacist Who Found a Hidden $38,000 a Year
A pharmacist making $190,000 a year was leaving $38,000 on the table. Every. Single. Year. And her old advisor told her there was nothing to do about it. I’ll call her Ada. She did everything the internet told her to do — maxed her 401(k) like clockwork, never missed a contribution, felt responsible. When she […]
The First-Gen Wealth Gap: What the Research Shows
Ask a first-gen professional what they make, and you’ll hear a number that would make their parents weep with pride. Ask what they keep, and the room gets quiet. I’ve sat across from the highest earner three generations of a family has ever produced — a pharmacist at $190,000, an engineer clearing $250,000, a physician […]
How can we help?
Make a Call
+877-558-8037
Send Us Message
chudi@lampadosfinancial.com