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Martelli's journey began in Haiti, where, from a young age, he displayed an unparalleled entrepreneurial spirit. Whether cultivating fruits and vegetables at age 9 or opening a community movie theatre at age 13, Martelli was driven to make a positive impact. This mission followed him to the U.S., where he faced his most significant challenge yet—the untimely loss of his father. This personal tragedy and the financial burdens that ensued deepened Martelli's resolve. Like many families, Martelli's experienced firsthand the harsh reality of being unprepared for life's unexpected turns. The financial distress and emotional toll were immense but not unique. Recognizing this widespread issue, Martelli and his wife, Rachel Adeka, founded Kaizen Family Financial Consultants. Their vision? To transform fear and uncertainty into empowerment and assurance through informed financial planning. Kaizen Family Financial Consultants isn't just about planning; it's about changing lives. We offer more than services; we provide solutions. Our extensive expertise includes comprehensive life insurance planning, retirement strategies, and business financial optimization. We're committed to educating, guiding, and supporting our clients every step of the way, ensuring that each plan is as unique as the lives it protects. Our mission? To equip you with a financial plan that offers peace of mind and security, empowering you to face life's challenges confidently. Join us, and let's build a future that's not only secure but also prosperous.
From a young age, Martelli has always had an entrepreneurial mindset, driven to create businesses that positively change people's lives. Growing up in Haiti, Martelli started his first venture at 9, cultivating fruits and vegetables to help feed his family and other families nearby. At 13, he opened a small movie theatre to provide access to entertainment for the immediate community, as the nearest one was too far away. I love to improve the quality of life for myself, my family and the community that I serve.
Martelli migrated to the U.S. in 2008 to join his father, who was already living here. Their relationship thrived until his father's sudden passing in 2016 brought financial hardships. Without any financial or life insurance plans, the burden fell heavily on the family. Witnessing the similar struggles faced by many others, Martelli and his wife, Rachel Adeka, took the initiative to establish Kaizen Family Financial Consultants. Our mission is to educate and empower individuals to make informed financial decisions for themselves, their families, businesses, and employees.
I am committed to helping you, focusing on assisting you rather than simply completing a transaction. My main goal is to improve the quality of your life in any way possible. Building a solid relationship with my clients is of utmost importance to me.
Experience our hybrid approach to communication - virtual convenience combined with in-person interaction. Connect with our team seamlessly through online platforms and phone calls while also having the opportunity to meet us face-to-face.
Ensuring the safety of our agents and clients is our utmost priority, and we adhere to all protocols accordingly.
4.85/5.00
based on 105,264 reviews
They were exactly what we were looking for great guys great product great prices
10 Jun 2025
I have been using Kiea for years and she always does my taxes right! She also teaches you how to start your own tax business as well!
01 Apr 2025
Always a great experience, Kiea gets my finances right every time!! Best person to hire for your tax needs
01 Apr 2025
What does a Financial Advisor do?
A financial advisor refers to a qualified professional who helps others manage their money. An advisor may specialise in a particular field such as investments, pensions, insurance or savings.
Their main responsibility is to understand your financial situation and to develop a plan based on your needs. They will begin by ascertaining your financial goals. For example, buying a house or retiring early. Your advisor will then want to determine your current position in relation to those goals. Once they have all the information, they will then use their experience to be able to determine the right path for you.
Often, people have an ongoing relationship with a financial advisor, who will navigate them at every stage to ensure they are working in their client’s best interests.
What to look for in a Financial Advisor
You must choose a financial advisor who is fully qualified to be able to help you manage your assets. They should have a good reputation and be someone who listens to your situation. Ideally, they should specialise in the area you need help in such as pensions or investments.
Always be wary of financial advisors who try and sell you investments without prior knowledge of your financial background. Instead, find an advisor who will customise their advice based on your current position and your specific goals.
Your financial advisor also needs to be someone you can build a good working relationship with. Meeting them in person and discussing your needs will help ensure you are both on the same page.
Different types of Financial Advice
Money is a broad topic and as such, it pays to find an advisor who understands your specific area of concern. Here are some of the most popular areas a financial advisor can help you with.
Investments - The right investments can make your money work harder for you, versus if it was just sitting in a bank account. The key is to choose the right portfolio that offers plenty of diversification. A financial advisor will be best placed to help you nurture your investments, and will ensure you don’t exceed your limitations.
Mortgages - Buying a home is for most people the biggest purchase they will ever make. Getting a great deal on your mortgage is tough, as is deciding what you can afford in the first place. Financial advisors who specialise in mortgages may be able to broker a better deal especially compared to what you will find on the high street. In the long run, this could save you a lot of money compared with not doing your research.
Pensions - How much money we will have to live on when we retire is a concern most of us face. There are various options for pensions these days, including an individual pension. A financial advisor will find the best pension deals based on your requirements. For example, how much you can afford to put in your pension pot and what your overall goal is.
Savings - Saving is one of the best ways to achieve your financial goals. A large savings pot can also come in handy should an unexpected event occur that would otherwise threaten your financial health. Saving takes discipline, and the various saving methods that are out there could help or hinder how fast you reach your target. That’s where a financial advisor will be able to find you the best deal and help you carve out a path so that you stay on track.
Do I need a Financial Advisor?
The topic of money is a complex one, and while you may be good at managing your money in general, there are various situations where a financial advisor can prove very useful. For example, if you are looking to invest. That’s because the stock market can be a volatile place, especially for those who are unfamiliar with how it works. A financial advisor will be able to invest on your behalf and also ensure you do not lose more money than you can afford to.
Another common matter is mortgages, particularly as a financial advisor may be able to get you a better deal than what a high street provider can offer. A financial advisor can also offer the same services for insurance and personal pensions too.
In all, there are many different fiscal services that a financial advisor can provide. If you want to ensure a healthy financial outlook, then seeking qualified advice is one of the best ways to make sure you are on track with your goals.
What are the different types of Financial Advisors?
There are two main types of financial advisors called independent and restricted advisors. A financial advisor must clearly state which type they are so that you can make an informed choice.
An independent financial advisor (IFA) will give you unbiased advice about a wide range of services. They may specialise in a particular area of finance or work broadly across the whole market.
A restricted financial advisor only works with a specific provider or area of expertise. There are various restrictions they may have to adhere to. For example, they may not be able to advise on the existing products that you already have in place.
Questions to ask a Financial Advisor
There are many questions you will want to ask your financial advisor - the basics including how they are paid and if they receive a commission on certain products. You’ll also need to know how the relationship will work and what their typical clients are so that you can be sure your interests are aligned.
Aside from the basics, you should ask your financial advisor how they plan on managing your money. This will usually be determined after they have identified your current financial position. While they are there to advise you, it’s still your money. So, it’s important you fully understand what they will be doing with it. Your adviser should be able to clearly state what products they think are best based on your individual circumstances.
You should also ask your financial advisor where your money will be held. Some financial advisors will hold onto your money for you, whereas others manage your investments on your behalf after you have made them. Many people opt for the latter due to it being more secure, as your advisor cannot take money out of your account.
If you have any other concerns or queries, then it’s a good idea to write these down before your appointment. The research you undertake before hiring a financial advisor should also give you some indication about how they work too.
How much does a Financial Advisor cost?
Financial advisors will either charge by the hour or have a flat fee. The amount you can expect to pay will vary depending on their level of qualification or expertise. Most financial advisors will give you an initial meeting for free. While this won’t cover any specific advice, it does give you a chance to see how they work and if you would be a great fit moving forward.
Can I find a Financial Advisor online?
Yes! Bark makes it simple to find and hire a Financial Advisor from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Financial Advisors for the job. Most Financial Advisors will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.
