Future You Wealth is a New York-based financial planning firm dedicated to helping individuals and families make smart, forward-looking decisions about their finances. As a fiduciary Registered Investment Advisor (RIA), the firm prioritizes its clients’ best interests, offering personalized, fee-only advice tailored to each stage of life. Specializing in working with tech professionals and business owners, Future You Wealth focuses on aligning financial strategies with long-term personal goals like retirement planning, wealth growth, and family security.

Founded by Josh Jalinski, a Certified Financial Planner™ professional, the firm emphasizes transparency, education, and hands-on client guidance. Whether collaborating with early-career earners, growing families, or near-retirees, Future You Wealth provides intentional planning designed to take the stress out of money management. The firm also offers virtual planning services, making expert advice accessible and convenient regardless of location. Future You Wealth stands out through its clear communication style, a values-based investment philosophy, and a commitment to building long-term client relationships.

Website: https://futureyouwealth.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement strategy and planning
– Equity compensation guidance (including RSUs and stock options)
– Tax-efficient wealth strategies
– Education and college savings planning
– Insurance and risk management review
– Cash flow and budgeting advice
– Estate and legacy planning
– Virtual financial planning and client support