Paul Monax (CFP®)

Paul Monax focuses in the
following client markets or areas of practice:

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Millennials

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Software Engineers and Techies

Software Consultants/Freelancers that already have a side hustle or want to launch one or take yours full-time

Additional Information

My backstory: I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career. That initially looked like working for a couple of small boutique consulting firms for a half dozen years and then I started my own solo consulting company.

At that point, I knew I was no longer going to have a company retirement plan, so I did the research to figure out what options were available for me in my own company and which one of the many plans was going to be best for my family.

While out doing software projects I would talk with my peers, other independent contractors & consultants, about what I had done with my company and retirement accounts, and they would have no idea any of that was even possible.

Fast forward 10 years and I was looking for a change and those conversations bubbled back to the surface. At that point, I decided to make that change be into the world of personal finance.

After gaining experience for seven years and seeing how the industry works, it was time to again head out on my own and launch my own financial planning firm and get further education to become a CERTIFIED FINANCIAL PLANNER™ professional.

Because of my personal experiences and the fact that I know the language and thinking processes of software engineers, I have focused my practice on helping software geeks & techies build your own financial lives and bridge the transition from Today into the Future.