Let’s Transform Intentions Into Prosperity
You have worked hard to build something worth protecting. The decisions ahead may feel bigger than the ones behind you because they affect not only your portfolio, but your freedom, your options, and the life you want to live next.
At A Small Investment, we help you think through the overlooked parts of their financial life with a calm, practical, and unbiased approach. Our role is to be your expert guide to help you see the full picture, and make decisions with more clarity than you had before.
Transforming Intentions to Prosperity
Who We Collaborate With
We work best with clients that have typically established a solid financial foundation and are looking for professional, objective guidance rather than a managed portfolio. That includes:
Pre Retirees
Pre-retirees who want to know whether they are truly ready.
Professionals
People pursuing financial independence or work optionality.
Families
Households seeking a second opinion on their current situation.
Advice Seekers
Clients who want advice-only planning without commissions or AUM fees.
If you want an experienced planner to help you think through the tradeoffs, organize the moving parts, and avoid costly blind spots, you are in the right place.
Why A Small Investment?
André Small, CFP® , MBA
A Small Investment was founded on the belief that financial planning should be based on a trusted conversation, not a product sales pitch. That is why our model is simple: we provide advice as the service, and our thinking, planning, and guidance are the products.
When you are a client of ours we will not push to sell you products or to move your assets over for use to manage.
André Small is a CFP®, MBA, and Series 66 licensed Investment Adviser, and operates as a fiduciary who brings both technical knowledge and a teacher’s mindset to every client relationship. “Clients come to us for clarity, but they stay because the process feels organized, collaborative, and proactive”.
For those who want to learn more, his credentials, public profiles, and third-party listings help make the firm easy to verify quickly.
ASI's Core Values
Our planning work includes:
Expert Guidance
- Retirement transition decisions.- Work optional and financial independence planning.- Second opinion reviews of your current financial plan.- Cash flow, savings, and investment decision support.- Planning for taxes, risk, and the overlooked details that can quietly affect long-term outcomes.
Educational Resources
Access to online resources, books, and quick cards for enhancing financial literacy.
Customized Solutions
Tailored financial strategies to meet your unique goals and aspirations.
Adaptive Planning
Leverages real-time data and analytics to create flexible, responsive strategies that evolve with your changing circumstances.
How Financial Planning Works at A Small Investment
What to Expect Next
Our Initial Planning Steps
Our process is designed to make your finance work hard for you instead of the other way around. We begin with a mutual fit conversation to learn about your goals, current situation, and what you want help deciding. If there is a fit, we move into a planning engagement with a clear scope and transparent pricing.
Proactive Financial Planning
From there, we collaborate through planning meetings, recommendations, follow-up, and ongoing review as needed. You get structure, accountability, and a place to bring the questions you have been carrying around for too long.
Resources
Transforming Intentions into Prosperity begins with A Small Investment.
Discover what sets us apart in financial planning and guidance.
- Answers To The Most Asked Questions
- Guides, Strategies, and Insights
- Empowering Your Financial Growth