I had a great experience working with Sriram Jayaraman and would highly recommend him as a fee-only financial planner. Sriram is humble, knowledgeable, analytical and patiently answers any queries. He’s always willing to discuss options and backs his recommendations with data and analysis. Though I had a reasonable understanding of goal based financial planning, I wanted an expert to review my current financial state and validate / suggest changes to my plan. Sriram did a thorough analysis of various options, suggested key changes and explained why these are needed.
