Financial Planning - Motiwala Capital

Calculate annual savings rate
Calculate current Net Worth
Retirement Planning: How much do i need to retire? When Can i retire?
Investment and Tax Planning – Select between different tax advantaged accounts (Traditional IRA, Roth IRA, SEP IRA, Traditional 401(K), Roth 401(K), Solo 401(K), HSA etc. Evaluate options for Mega Backdoor Roth and Backdoor Roth IRA
Investment Analysis – Review and optimize contributions and investments across all accounts
Education Planning – What vehicles to use? How much to contribute? Select investments
Emergency Fund – How much and where to house it
Investment Property or other cash flow analysis
Advice on RSUs and ESPP
Stock Portfolio review

Motiwala Capital