about me
About the Founder
Mark Lane, Founder & CEO | CFA, MBA
I have over 10 years of experience in Financial Planning and Analysis for large corporations across several industries, including financial services, healthcare, telecommunications, and consumer goods.
I’ve successfully helped numerous companies manage their expenses and increase profitability through strategic initiatives by leveraging insightful analytics, implementation of KPI’s, and consistent measurement of progress.
Hold the CFA designation, which stands for chartered financial analyst, a professional designation awarded by the CFA Institute to candidates with proven competence in investment analysis and wealth management.
Our Values
We recognize the complexities of decision making that people face while managing their finances or trying to develop a comprehensive investment portfolio. We also recognize the current broken state of the whole financial advisory industry. Therefore, we aim to become a reliable and transparent solution for all your financial guidance needs.
Our Mission
Empowering people to take control of their finances to achieve their financial goals through education in financial literacy and engaging in strategic goal-setting, expense planning & analysis, investment decision-making, and serving as a trustworthy accountability partner to ensure success in achieving their goals.
Successful Sessions
1500+
Average Growth Rate
35.63%
Client retention
98%
Countries Served
35+
FAQ (Frequently Asked Questions)
Have any questions? Consider exploring our frequently asked questions to see if we've already answered your question.
You can ask anything you like, for example, about your financial situation, investing tips, portfolio development, wealth management, or personal finance. Depending on your plans, our financial advisor will guide you through your financial matters. Tips: List the questions you want to ask the financial advisor before the meeting.
Before the meeting, we want you to fill out an intake form so we can learn about you. However, for the preparation, we recommend that you gather some information with you, such as a net worth statement and a list of income and expenses. Further, we'll also appreciate it if you come up with questions that you want to ask to avoid delay or inefficiency.
Yes, you will receive an email summarizing all the main points and key aspects of the conversation. Additionally, you will also receive important takeaways and essential resources so you'll know how to proceed further with your financial management.
Yes, you can cancel or reschedule our financial expert's appointment, but only up to 24 hours prior. To reschedule or cancel an appointment, connect with us via phone or email. Lastly, we'll send you a confirmation email for the cancellation or rescheduled appointment.
Although we are confident that your meeting with us will be highly beneficial for your financial insights, but if you are still feeling unsatisfied with the meeting, then you are eligible to reschedule or apply for a refund.
We’re Here to Help
Contact us today to meet with an expert financial advisor and get the best financial advice for organizing your wealth and portfolio.
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