Outsource your financial life. Focus on your real life.

You hate personal finance, and rightfully so. Let Adda handle the boring stuff — like investments, student loans, and insurance — so you don’t have to.

Your advisor

Devin Faddoul, CFP®

I know how hard it is to juggle your career, your family, and your money at the same time.

When constantly making decisions — from switching jobs to buying homes, starting businesses to having kids — even the smartest, most capable person can become overwhelmed.

That’s why I started Adda, to help ease the burden of personal finance, managing your money so that you can manage the things that really matter.

What I can help with

  • Financial Freedom

    Imagine if work was optional. Set up a gameplan to ditch the 9-to-5. Explore what-if scenarios: sabbaticals, side hustles, remote work, entrepreneurship. Break down your projected needs and derive a range of required savings. Chart a course to independence and finally have control over your most valuable asset: time.

  • Investments

    Identify the appropriate investment strategy and structure a portfolio that fits your situation. Focus on what you can control (fees, taxes, your savings rate) and ignore what you don’t (returns, inflation, the price of Bitcoin). Maximize simplicity, minimize decision points, and let compounding work its magic.

  • Dollar Decisions

    Review strategies for how to buy a home, get a raise, pay off student loans, save for the kids’ education, invest in alternative assets, start a business, pay for your wedding, optimize employee benefits, travel on a budget, review equity compensation, navigate credit card rewards, etc. Practice better decision-making.

  • Goal Setting

    Create an inspiring vision for your future. Clarify your goals and dreams, worries and fears. Articulate your financial strengths and weaknesses. Clearly define your ideal lifestyle and align your use of capital with what you think is important. Recognize that your life is much more than just “the number.”

  • Love & Money

    It's time to talk with your partner about your finances, but in a healthy and productive way. Put away the spreadsheets and discuss your hangups, history, and habits around money. Learn to communicate without judgment or blame. Listen, understand, empathize. Once the foundation is set, build upon it.

  • Cash Flow Analysis

    Cash is king, but you should be the one in control. Review your monthly inflows and outflows. Learn to spend well, eliminating the unnecessary and automating the rest. Build healthy financial habits and get organized. Identify ways to increase your income. Build up reserves for the inevitable rainy day.

  • Tax Planning

    Taxes are never fun, but absolutely crucial in any financial decision. Be proactive and strategic. Utilize advanced strategies (deductions, credits, carryforwards, etc.) to lower the bill and limit surprises when it’s time to file. Review past returns and plan for future life transitions. If needed, collaborate with a tax expert.

  • Downside Protection

    Insurance: uncomfortable to think about, but extremely important. Evaluate your coverages and understand the products. Identify gaps and risks, but don’t over-insure. Utilize employer benefits. Review your documents and assign beneficiaries. Create a living will. Protect yourself and your family. Rest easy.

How I do it

I begin with a deep dive into your feelings and attitudes about personal finance, discovering what you actually value, not what your parents/society/Instagram expects you to value.

I’ll take a comprehensive look at your situation and compare where you are now versus where you want to be. Then I’ll create a plan to get there, with personalized recommendations and actionable steps, building in flexibility for when your priorities inevitably change.

As our relationship (and your financial flexibility) grows, we’ll get to know each other very well. That knowledge turns into insight. And that insight helps me guide you through the jungle of life decisions, ultimately reaching the holy grail of personal finance: peace of mind.

My mission

Philosophy

I believe that you deserve competent, unbiased financial advice, even though you don’t have a seven-figure portfolio (yet). I believe advice this important should be delivered in a collaborative way by a seasoned professional who cares about your future.

I believe that sales commissions and hidden fees are out; transparency and honesty are in. I believe that incentives are everything, and an independent advisor with flat, all-in pricing is the best way to put your interests first.

I believe the old-school ideas about wealth are obsolete and that money should be used as a tool to create the lifestyle of your dreams. I believe these dreams can be turned into your reality with the help of a trusted guide and a customized plan.

I believe that time is more valuable than money, simplicity beats complexity, and discipline equals freedom. And I believe that if you want to achieve financial freedom, Adda will help you get there.

Purpose

I want to revolutionize the way financial advice is typically offered, by providing real guidance to real people who want to get serious about their financial future.

Unfortunately, those of us born in the ‘80s and ‘90s that truly need (and want!) financial advice are being ignored.

My mission is to educate and empower the younger generations, so that we can master our money and craft a life that we never want to retire from.