Work With Me

Thank you for coming to my personal blog. Financial planning is a huge passion of mine, and I love using this site to help educate others in their 20’s, 30’s, and 40’s on relevant topics.

If you have enjoyed reading and would like to see if working with me would be a good fit, you can book a meeting with me here.

Let’s face it, your 20s, 30s, and 40s you face numerous life changing decisions, many of which directly impact your financial well-being.

And that’s why we’re here.

Trying to find the right answers is never as easy as a Google search. The internet’s full of information and it’s hard to determine what’s credible and what actually applies to your life.

We work with people in their 20’s-40’s who want a partner in their financial life. Someone who is there for them whenever they need it.

Our fee structure is $750 upfront then:

  • $250 a month for young singles and couples
  • $350 a month for families
  • $350+ for business owners