Kristian Ojonta, MBA- Financial Advisor

Kristian Ojonta, MBA- Financial Advisor I work hand in hand with my clients to help create for them a comprehensive financial plan.

I am passionate about ensuring my clients are educated and making informed decisions when it comes to not only the now, but their future as well.

06/30/2023

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10/08/2021

Tony Allen made $41 million dollars over his NBA career, and he’s now being charged for stealing money from insurace companies. Many people are lucky to ever even see a fraction of that kind of money. Where did it all go? Who knows? But what I do know is you don’t magically start building better money habits when you start making more money. What’s actually more likely to happen is you falling victim to lifestyle inflation and continuing the same cycle.

Start building better habits now, sit with a financial advisor (me)😊, comb through your finances , know how much money you’re burning a month, know how much you should be saving the list goes on and on, but it is vital we stop being afraid of the reality and take control.

DM for complimentary consultđŸ™ŒđŸŸ

If you have questions about adjusting your family’s financial plan, we can help.
07/13/2021

If you have questions about adjusting your family’s financial plan, we can help.

The American Rescue Plan Act of 2021 included funds to send direct financial help to families. Here’s what parents need to know about child tax credit payments.

If you haven't started a financial plan yet, let’s talk.
07/12/2021

If you haven't started a financial plan yet, let’s talk.

What is the difference between budgeting and financial planning? Learn more about their key differences.

A few things to consider if you’re thinking about locking in a lower interest rate on your federal student loans.
07/08/2021

A few things to consider if you’re thinking about locking in a lower interest rate on your federal student loans.

Refinancing you student loans can save you on interest costs, but you may forfeit certain benefits of federal student loans in doing so. Here’s what to consider before you refinance your federal student loans.

If you think it’s just about investing, you might be missing the bigger picture.
07/06/2021

If you think it’s just about investing, you might be missing the bigger picture.

Wealth management is a term for the comprehensive planning you can get from financial advisors. But what is included in wealth management?

06/23/2021
Let’s talk if you’d like to discuss your big-picture retirement strategy.
06/14/2021

Let’s talk if you’d like to discuss your big-picture retirement strategy.

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

Address

One Riverway Ste. 900
Houston, TX
77056

Telephone

+17134805305

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