My husband and I were looking for an independent financial advisor who can help us answer a few questions about saving up for a house and we are so glad that we found Sweta. We recently got married, I had just completed my medical residency, and had a salary increase that we wanted to make sure we were saving and investing appropriately so that we can afford to buy a place. I looked up several fiduciaries online and found that most firms either utilized "assets under management" or "flat fee" which we felt was not really what we were looking for. With Sweta's firm, we had an initial intro session where I asked Sweta about what she does and how we would go about working together. She offered both hourly sessions and flat rate services. Since I only had about 3 specific questions that I wanted answered, we decided to go with an hourly advising session. She was very thorough with her assessment and was able to quickly provide us with a solid plan of action. She is great to work with, very genuine, and provided personalized advice. If you are like us, a young couple starting off, I would highly recommend Sweta's firm. We will continue to work with her in the future!

Working with Sweta over the past ~5 years has been one of the best decisions I’ve made for my financial well-being. She has helped me move from uncertainty about money to real clarity, understanding, and confidence. She's patient, kind, listens intently, and is very thoughtful. She’s guided me through major milestones and turning points, including career pivots and planning for a long sabbatical, and made sure every decision was grounded in smart, sustainable strategy. Because of her guidance, I felt secure taking time off from work, knowing I had planned wisely and responsibly. Sweta has also helped me build strong saving and investing habits, while helping me understand why we’re making certain decisions. I always feel supported and more empowered & educated after we meet. I truly feel she has my best interests at heart and is invested not just in my finances, but in the dream life I'm building. I can’t recommend her highly enough!

Sweta has been an invaluable advisor to me. She is knowledgeable, trustworthy and demonstrates true care for her clients. She explains complicated actions very clearly, is responsive and makes it easy to implement successful plans. I have been working with her since 2023 and I feel so much more confident about my financial future.

I found Sweta during a tough time in my life where I didn’t know what to do with a small inheritance from my mother who had passed. Sweta makes me feel safe, secure, and like she actually wants ME to grow and learn. Our partnership has been vital in the continued growth of my and my husband’s business and our personal financial security. I’d suggest everyone contact her; she truly cares and wants the best for her clients!

I recently connected with Sweta to help rebalance my portfolio and identify areas where I was over- or under-exposed as I work toward my financial goals. She took the time to truly understand my needs and conducted a thorough review of my portfolio before recommending a clear path forward. When walking me through the proposed changes, she did an excellent job explaining the rationale behind each decision, which helped me better understand my overall portfolio and strategy. I now feel confident that my portfolio is positioned appropriately, which was exactly what I set out to achieve. I highly recommend her services.

I have been associated with Sweta since 2022 and it has been a great experience because she took time to understand my unique financial needs and created a plan that suit me. She is always available to address any questions or concerns and does bi yearly meetings with me to discuss any changes to my situation and adjust my plan accordingly! Thank you Sweta!

My wife and I very much enjoyed our experience working with Sweta. She is very knowledgeable and was a pleasure to work with. This was our first time working with a financial advisor. Sweta prepared a very detailed, but easy to follow financial plan. Her professional direction has helped us get our financial house in order in preparation for retirement. We truly value our relationship with Sweta and look forward to her continued support in the future.