Our Story

Thank you for visiting our site and learning more about our purpose. Tailored Cents was founded by Dan Pascone to create custom financial plans for hard working individuals and families to help them to accomplish their goals. We use technology to create a unique client experience without having to leave their homes. We typically engage with individuals during and after a life changing event like a job change. When changing jobs, there are some key financial decisions that need to be made and these decisions are easy to overlook during a career transition as Dan noticed himself years ago. We help our clients to make these short term decisions within the context of a long term financial plan and work with them to accomplish their long term goals. Unlike many financial planners, we offer free starter access to your custom planning software so that you can see some of the value before making a commitment. Also, for every financial plan that we produce, we donate to a specified charitable organization on your behalf. We believe that giving back and doing good is part of core purpose.

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