.jpg)
About Me
Anup Ruparelia, Certified Financial Planner
I am a finance professional with over 25 years of successful financial planning/coaching experience, providing advice and due diligence for individual and corporate clients to ensure financial integrity. A tenacious problem solver with a reputation for sound judgment and prudent counsel, as well as the ability to develop relationships, building on a reputation for credibility, a client-first approach, and attention to detail.
I believe in cultivating long-term client relationships with a genuine, honest, and professional approach being at the forefront of all client interactions. My extensive experience in financial consulting/coaching has substantially developed my ability to articulate my clients’ financial and lifestyle objectives.
Coaching Style
Our unbiased, unique focus:
Establish your unique money habitude by taking a short quiz
Understand your unique history and relationship around money
Explore what is working and what is not
Align your money and goals with your values and passions in life
Establish and practice skillsets that will make you a better money manager
Discover and prioritize life goals and create a pathway to achieve them
Customize a financial life plan to make you financially empowered
The focus is you not your money…You change and so will your money habits
Coaching Sessions
One on One or as a couple/partner
Customized to your specific needs and goals
Sessions will run 1 to 1.5 hours
Can be held Online or in-person at our office or location of your choice
You will be provided with all resources as required
Sessions are conducted in a confidential, unbiased setting with a focus on you