Pain Points
You’re building your career, earning more, and trying to make smart financial decisions—but traditional financial advisors feel outdated. You don’t want some old-school advisor charging you thousands just to hand you a glossy report full of charts and numbers you’ll never look at again.
How I Help
- Ongoing financial planning as your life and career evolve
- Personalized financial website to track progress and make adjustments
- Help with budgeting, investments, and estate planning
- Access to unlimited guidance via calls, emails, open virtual office hours, and meetings
How to Work With Me
Join my ongoing financial planning service ($50/month) for access to everything. If you invest $100K+ with me, this fee goes away.