We Don’t Just Plan for Retirement
We Plan for Ivy Leagues, Indian Weddings, Dream Homes, and Empty Nests.
Kenobi Wealth is built for one audience:
Young Indian American families raising children, managing dual incomes, supporting parents, and seeking freedom before traditional retirement age.
You’re not planning to work forever.
You’re planning to step back when the nest is empty — once the college bills are paid, the weddings are behind you, and your time finally feels like yours again.
Life-Stage Milestones We Plan For
Raising Kids While Building Wealth
You’re earning well — but expenses keep growing. We help you take control of cash flow, automate wealth-building, and protect your family’s future with a solid, values-aligned plan.
Buying That Dream House
You’re earning well — but expenses keep growing. We help you take control of cash flow, automate wealth-building, and protect your family’s future with a solid, values-aligned plan.
Planning for Ivy Leagues, Med School, and More
You want your kids to have every opportunity — and you want to be ready. We help you fund elite education while staying on track toward your own financial independence.
Preparing for Big Fat Indian Weddings (or Sweet 16s)
These events are part of your legacy — and they come with real price tags. We help you plan early so the celebration can be joyful, not stressful.
Caring for Parents Without Losing Yourself
You’re taking care of the generation that raised you — while raising the next one. From long-term care planning to housing decisions, we help you support your parents without compromising your goals.
Building a Legacy for Your Children
We don’t just help you grow wealth — we help you protect it and pass it on with intention. From college accounts to trusts and estate documents, we guide you through: - Creating wills and guardianship plans - Setting up trusts for efficient transfer - Planning for long-term impact across generations
The End Goal?
Not traditional retirement. Not working forever. Just freedom when the nest is empty.
We help you reach that inflection point — when the big obligations are done and the next chapter is fully yours.
What Our Clients Value
Our clients aren’t just saving — they’re building freedom. They want smart systems, meaningful impact, and advice that adjusts to real life.
Built for Life in Motion
Life doesn’t wait — and neither should your plan.
We meet quarterly to realign everything based on what’s happening now: new babies, job changes, parents or in-laws moving in — you name it.
One plan. Reviewed every quarter. Built for freedom. Designed around you.
Income That Isn’t Just W-2
We help you create income from assets — not just effort. That means:
- Access to vetted private investments
- Alternative investments
- Tax-efficient income strategies
- Planning for real estate & cash flow
You don’t just want growth, you want optionality.
Tech That Works Like You Do
Access real-time dashboards that track your net worth, investments, and goals.
No clutter. No delays. Just clarity at your fingertips — when you want it.
You’re the Kind of Person Who...
- Wants financial clarity, not confusion
- Seeks time freedom, not just long-term retirement
- Cares about building legacy across generations
- Prefers flat-fee, unbiased advice
- Embraces tech, trusts strategy, and expects transparency
Getting Started Is Simple
1. Schedule Your Intro Call
Meet with Anand to discuss your family’s financial goals and get a feel for how Kenobi Wealth works.
2. Or, Send Us Your Tax Return for a Free Audit
We’ll review your return and show you missed opportunities — no strings attached.
Ready to Build the Life You’ve Been Earning For?
You’ve worked hard to get here
Now it’s time to make your money work for what matters most — your family, your freedom, and your future.
Questions?
At Kenobi Wealth our journey began with a simple yet powerful mission: to empower individuals and businesses to achieve their financial goals through expert guidance and unwavering support.
Or reach out directly — we’re real humans, not bots.
Final Thought:
This isn’t financial planning the way your parents did it.
This is for families who want to live better, not just retire richer.
