--- title: Financial Boss | Helping Millennials Manage Their Money description: Financial Boss is a fee-only financial fiduciary that provides financial planning and investment management advice to mid-career Millennial professionals. image: https://www.financialboss.com/hubfs/Feature%20image_Homepage.png --- [![Financial Boss logo](https://www.financialboss.com/hs-fs/hubfs/Financial-Boss-Logo-Words-Only-White.png?width=436&height=50&name=Financial-Boss-Logo-Words-Only-White.png "Financial Boss logo")](https://www.financialboss.com/?hsLang=en) [![Financial Boss Logo](https://www.financialboss.com/hs-fs/hubfs/Financial%20Boss%20Logo%20Words%20Only-Color50px.png?width=436&height=50&name=Financial%20Boss%20Logo%20Words%20Only-Color50px.png "Financial Boss Logo")](https://www.financialboss.com/?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en)Good Idea [Client Login](https://app.rightcapital.com/account/login) [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) - [About](https://www.financialboss.com/about) - [Fee-Only Fiduciary](https://www.financialboss.com/fee-only-fiduciary) - [Pricing](https://www.financialboss.com/pricing) - [Resources](https://www.financialboss.com/contact-us) - [Blog](https://www.financialboss.com/blog) - [Contact](https://www.financialboss.com/contact-us) - [FAQ](https://www.financialboss.com/faq) [Learn More](https://www.financialboss.com#learn-more)[Choose Boss](https://www.financialboss.com/pricing?hsLang=en) # SET BIGGER GOALS ![CFP Logo](https://www.financialboss.com/hs-fs/hubfs/CFP%20Logo%20white.png?width=78&height=45&name=CFP%20Logo%20white.png) ![XYPN Logo](https://www.financialboss.com/hs-fs/hubfs/XYPN%20Logo%20white.png?width=133&height=50&name=XYPN%20Logo%20white.png) ![Fee Only Network](https://www.financialboss.com/hs-fs/hubfs/Fee%20Only%20Network%20white.png?width=125&height=30&name=Fee%20Only%20Network%20white.png) ![NAPFA Logo](https://www.financialboss.com/hs-fs/hubfs/NAPFA%20Logo%20white.png?width=122&height=45&name=NAPFA%20Logo%20white.png) ![FPA Logo](https://www.financialboss.com/hs-fs/hubfs/FPA%20Logo%20white.png?width=95&height=50&name=FPA%20Logo%20white.png) “Justin is a wonderful and very clear financial advisor. He has helped me clearly articulate my financial goals and ensure that I have the right steps needed to achieve it." ![Abi A.](https://www.financialboss.com/hs-fs/hubfs/Abiola%20Adeyemi.jpeg?width=200&height=200&name=Abiola%20Adeyemi.jpeg) Abi A. Brooklyn, New York ## ✅ Who We Serve Financial Boss is a fee-only financial fiduciary serving mid-career Millennial professionals looking to optimize their cashflow, align their money with their values, and retire early. Our typical clients are mid-30s to 40s families with a home and income over $180,000 who lack time to handle their increasingly complex financial life on their own. Optimize Cash Align Values Retire Early [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) ## 🧘 What We Do Financial Boss takes an enlightened approach to financial planning and investment management. We practice financial life planning and behavioral coaching because money is an emotional subject. Success in achieving  your goals requires  🧠 and ❤️ to be in-sync. We also encourage aligning your investments with your values, which is why we offer Environmental, Social, and Governance (ESG) portfolios, customized to your needs. Financial Planning Investment Management [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) ## 💬 How We Work Financial Boss prioritizes communication. We collaborate virtually with clients via videoconference and pre-recorded Loom videos. Clients can also contact us through email and text. We created a "waiting list" to ensure that we provide the same level of exceptional service to all of our clients. New clients are typically onboarded on the 15th and 28th of each month. Video Email Text [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) - Who We Serve - What We Do - How We Work - Who We Serve - What We Do - How We Work > "I created Financial Boss to help people optimize their cashflow, align money with their values, and retire early, so that they can focus on family and career growth." ![Justin Belkin](https://www.financialboss.com/hs-fs/hubfs/jbelkin.jpg?width=569&height=547&name=jbelkin.jpg) Justin Belkin CEO, Financial Boss ## Our Process We found that new clients who follow this 3-step onboarding process receive the best results.  1 Submit Form 2 Link Accounts 3 Baseline [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) ## 📄 Submit Form If you're interested in having Financial Boss provide you with financial planning advice or manage your investments, then the first step is to click on the "Join Waitlist" button below. This will take you to a form that asks you some basic questions to help us understand your needs and situation. After completing the form, you'll have the option of scheduling a complimentary call to ask more questions. [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) ## 🔗 Link Accounts Provided we're a good fit for one another, then we'll notify you in advance when we expect an opening on our "wait list."  We will immediately get started on gathering your financial information. Financial Boss will send you an invite to our financial planning software that allows you to easily connect your accounts. [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) ## 🎯 Create Baseline Within the first week of starting with us, we'll schedule a video call to review your financial information to make sure that we're correctly accounting for all income sources and categorizing expenses correctly. This will allow us to build a preliminary budget for you.  [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) - 📍 Getting Started - Step 1: Submit Form - Step 2: Link Accounts - Step 3: Baseline - 📍 Getting Started - Step 1: Submit Form - Step 2: Link Accounts - Step 3: Baseline Ready to live your best life? # Take the first step. ### Visit Office 100 Terminal Drive, Plainview, NY 11803 [mailto:hey@company.com](mailto:hey@company.com) ### Send Email [hello@financialboss.com](mailto:hello@financialboss.com) [tel:+1-800-800-8011](tel:+1-800-800-8011) ### Call or Text [+1 631 888-9109](tel:+1-631-888-9109) ![Community](https://f.hubspotusercontent20.net/hubfs/273774/act3/images/sample-r1zb5.svg) ### Engage [Join Waitlist](https://www.financialboss.com/waitlist?hsLang=en) # Subscribe to updates Stay up to date with the latest marketing, sales, and financial tips and news. - [Privacy Policy](https://www.financialboss.com/privacy-policy?hsLang=en) - [Disclaimer](https://www.financialboss.com/disclaimer?hsLang=en) - [Form ADV Part 2A and 2B](https://adviserinfo.sec.gov/firm/summary/319060) - [Contact](mailto:support@financialboss.com) © Copyright 2026 **Financial Boss Advisors LLC** Financial Boss Advisors LLC is an Investment Adviser offering services in New York and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals or objectives. The information contained in this electronic communication is intended only for the use of the recipient. For your privacy and security, do not include sensitive information using emails that are not secured. Advisory services offered through Financial Boss Advisors LLC, an investment advisor registered with the State of New York. Advisory services are only offered to clients or prospective clients where Financial Boss Advisors LLC and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, and, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involved risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the websites you are visiting.