IS THIS YOU?
You've got a lot on your plate – perhaps running a business, or dealing with divorce, maybe just leaving a job, or that settlement finally came through.
Amidst all this, you're worried. Your financial future is nagging at you.
Am I making the right decisions?
Are there opportunities I'm missing?
I am I going to run out of money?
It's not like you're unintelligent...it's just hard to find the time or energy to do enough about it.
Your best friends always tell you that you need to watch your money more closely.
They're right, but it's not easy to do when you're busy with life.
I’m a CERTIFIED FINANCIAL PLANNER™, or CFP®.
Fortunately for you, I’m that guy who actually loves things like compounding interest, ROI, growing wealth, tax optimization, and being wise with money.
Yet what I love even more is helping you:
✅ Retire the way you want
✅ Make your nest egg last long
✅ Relax with your family vs. worry about your money
✅ Live your life feeling confident knowing your money is in smart places, working for you
Financial advice doesn't have to be confusing, boring and blah.
If you need someone who will help you feel comfortable and confident...
If you need someone who promises to never throw around terms like "beta" and "inverted yield curve" and expect you to follow right along...
If you don't want to be ghosted and ignored when the market gets rough...
If you'd like to avoid hidden agendas or ulterior motives... (google me)
If you like the thought that your advisor doesn't have a million clients to juggle...
If you need this to be an EXPERIENCE not a chore...
Then I believe it’s about time we talked.