Apply - 7 Saturdays Financial

Allen Mueller, CFA, MBA

Founder and Director of Financial Planning

About Me

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Let’s work together!

To ensure a high level of service for existing clients, new clients are onboarded only during specific times of the year.

7 Saturdays Financial is currently building a waitlist

for onboarding in Q1 2025.

If you need an advisor prior to that time → please visit FlatFeeAdvisors.org

Otherwise, fill out the form below and I’ll be in touch.

To help make sure I’m the right financial planner for you, please complete this form so I can reach out and schedule a call.

Fully completed forms receive priority response.

Name *

Email Address *

Location (primary state of residence) *

What do you do for a living? *

When do you plan to retire? *

Are you currently working with a financial advisor? *

Current Annual Income *

Current Net Worth *

What has led you to start looking for a professional to help with your finances? *

If you have a spouse or partner, please provide their name and email address. To give you the best financial planning experience, meeting attendance from all parties is strongly recommended.

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Minimum pricing is $10,000/year for full-service wealth management

See our Services & Fees and FAQ pages for more information