Mobius Planning Corp.

My wife and I had the pleasure of working with Bily to develop a short term financial plan to help us meet our long term goals. Bily guided us through a thorough process where he came to understand our spending/goals and created a tailored plan for us. He came to each meeting organized and prepared and he always made lots of room for patient discussion and questions. You can tell from the moment you start working with Bily that he cares deeply about what he does and supporting the people he works with. I’d highly recommend working with him to anyone looking for honest, thoughtful support with their financial planning journey.

Very easy to work with and explains things thoroughly and clearly. Never seems in a hurry and answers all questions patiently. Regularly checks that he is understanding your wishes and helps clarify your thinking. I found his advice useful and applicable and would recommend him to anyone looking for a clear and realistic retirement plan.

Bily is thoughtful, realistic, and kind in his interactions with clients. He is generous with his time and understands the person's needs. A great guy.