Preeti Shah CPA, CFP® (Enlight Financial LLC), operates as a sole proprietorship, with only a limited number of clients added each year. All clients have her personal cell number and can call 24/7 in case of emergencies. Clients can also connect as often as needed, and the planning process encompasses everything from investments, insurance, estate, tax, and education planning, to creating business plans, applying for loans — even tracking credit card points. Besides personalized and comprehensive service, Preeti also emphasizes educational and transparent financial planning where she teaches clients what she does so they can participate in the planning process.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee, AUM fee
- Location: Matawan, NJ
- Enlight Financial Application, ADV2
- Website, [email protected], 201-892-6094
FINANCIAL PLANNING ONLY
- $4000 for 1st year, $2500 ongoing years
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
- 1% from 0 to $500k ($3k minimum fee)
- 0.75% from $500k to $1 mil
- 0.5% from $1 mil upwards
Note: Fees may be negotiated higher or lower for residents / early career professionals with low net worth balances, or for plans of increased complexity.