Approach & Philosophy

My own financial journey has taught me the importance of flexibility and freedom. When daycare fell through just before school started, my wife had to quit her teaching job to stay home, which drastically changed our financial situation. This experience taught me the value of adapting and fighting for stability. I learned that confidence in finance isn’t just about rates of return—it’s about having a plan that supports you at every stage. 

Think of me as the CFO of your household, dedicated to championing your financial well-being. My team is here to support and challenge you, asking questions that matter, such as: 

What did you learn about money from your parents that you love, and what would you prefer to leave behind? 

When was the last time you reviewed your budget? 

If you couldn’t make it home, what would you want for your loved ones? 

Why do you save the way you do, and where do you choose to save? 

Our approach goes beyond numbers. 

It’s about aligning your values and goals to create a plan that fuels your dreams and delivers reassurance. 

I’m not just here to manage your money; I’m here to coach you to have a great relationship with it. Let’s build a proactive plan that allows you to do more and worry less.  

3 Core Truths

Your Goals and Vision are Unique to You 

Every financial plan should be tailored to your individual goals and vision. 

Your Income is Your Engine 

Your income is the driving force behind your financial success and lifestyle. 

Discipline Matters More than Rate of Return 

Focus not just on the rate of return but also on your discipline and behavior to consistently put money aside for future you! 

 

Ready to take the next step and make your financial journey as exciting and fulfilling as possible? Let’s connect and start crafting a plan that works for you! 🌟