Earning well is not the same as building wealth deliberately. You need a clear plan for your cash flow, debt, savings, and retirement, not generic advice. Led by a financial planner.
You're earning well but your savings rate doesn't reflect it.
You don't have clarity on whether your retirement trajectory actually works.
Your debt (mortgage, loans, credit) needs a strategy, not just payments.
Every financial advisor you've talked to just wants to sell you products.
Product Commissions
$0
zero, ever
We don't sell funds, insurance, or annuities. Fixed fee for planning, objective advice only.
Follow-Up Call
14
days
Every engagement includes a 30-minute review call within two weeks of delivery.
Plan Delivery
30
days
A complete financial plan covering budget, debt, savings, and retirement, in your hands within a month.
Financial Planning
Ongoing Advisory Available
Monthly financial review, debt payoff tracking, savings guidance, retirement plan monitoring, and net worth tracking.
A free 20-minute conversation about your income, debt, goals, and what a financial plan needs to accomplish.
A defined scope, clear deliverables, and fixed pricing before anything begins. No hourly billing.
A complete financial plan covering debt strategy, savings, investments, and retirement, within 30 days. No jargon, no product pitches.
Every engagement is personal. Book a free 20-minute call and we'll talk through your situation and what a plan could look like.
Financial planning at Georgy Financial includes a personalized budget plan, debt strategy, savings and investment framework, retirement planning, and net worth tracking, built specifically to your income, goals, and timeline. Every engagement is led directly by Ramy Georgy.
Most financial advisors are compensated by selling investment products like funds, insurance, and annuities. Georgy Financial charges a fixed fee for planning. You get objective advice with no product sales, no percentage-based fees, and no minimum asset requirements.
No. Georgy Financial provides planning and strategy such as budgeting, debt, savings framework, and retirement planning. We do not manage your investments or recommend specific investment products. You keep full control of your accounts, and we coordinate with your CPA or other advisors as needed.
Many clients are both professionals and business owners. Georgy Financial offers Fractional CFO and Bookkeeping for the business and personal Financial Planning for you individually, as separate but complementary engagements. Most clients find addressing both together produces the best outcomes.
After your discovery call and proposal approval, onboarding takes less than one week. You receive a complete financial plan within 30 days.
No. Georgy Financial serves clients nationwide. All engagements are remote with secure document sharing through a dedicated client portal.