MyFi Financial is a registered investment advisor located in Pasadena, California, offering financial planning and educational seminars. MyFi Financial operates as a fee-only firm, meaning compensation comes solely from clients for services provided. MyFi Financial specializes in project-based financial planning covering areas such as business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. MyFi Financial does not manage investment portfolios, exercise investment discretion, or accept custody of client funds. Dominika Watson Umali serves as the principal owner and Certified Financial Planner.
Fee Structure
- Project-Based Financial Planning — $500 to $10,000 depending on project complexity, duration, and amount of work required.
- Hourly Financial Planning — $240 per hour for specific financial questions or advisory needs.
- Educational Seminars — $0 to $500 per seminar depending on content, research, preparation time, and attendee count.
