Interested in Financial Planning?
Read Below to Learn About Working With Me
When I’m not working on my blog, my podcast, or spending time with my wife, you can find me running my own financial planning and investment management firm, Build a Better Financial Future, Where I focus on helping Gen Xers on their way to wealth.
Here’s how it works….
Say H.O.L.A. to Wealth Blueprint™
H. Have a conversation.
Let’s chat during a complimentary 15 to 30-minute conversation to see how I can help you, and to determine if we’re a good fit.
Once we’ve mutually agreed to work together, I’ll send you a link to my private client portal so that you can start entering your client data and upload the necessary documents.
L. Lay it all out!
It’s not just about the numbers. In this meeting I’d like to go deeper into your goals so that I can better understand what makes you get up in the morning, and what you’d like to get out of life.
Let’s make sure your plan does not sit there collecting dust. We’ll work together to implement actionable steps to help you get closer to your goals. We’ll also have ongoing check-ins quarterly or semi-annually, and as major life events occur. In addition, you’ll have phone and email support in between meetings as needed.
Schedule Your Complimentary Consultation!
The Benefits of Working With Me
Simplicity, clarity, ongoing dedication to your financial needs.
No fancy jargon, get financial planning in simple terms.
I ditched my office. This means you’re not limited by location. You can meet with me from your home or any other convenient location using the latest video chat and communications technology.
Get clarity around your money with clear actionable steps.
No Pushy Sales
I don’t sell any products. As a Fee-Only advisor my compensation comes directly from my clients in an easy to understand & transparent fee schedule.
I do not work for a bank or an insurance company.
Life will happen, get ongoing support throughout the entire year and as life events occur.
A fancy word for stating that I will always uphold your interests and needs first.
Flexible and Intuitive
NO INVESTMENT MINIMUMS
Unlike “traditional” financial planners, you don’t need to have a large sum of money to invest in order for us to work together.
Get on-going financial planning for a flat monthly or quarterly fee and/or as a percentage of assets under management, if any.
Financial Planning for Gen Xers
Let’s collaborate on creating your own personal financial plan with actionable steps to incorporate into your day to day life. Get the benefit of working with a fiduciary financial planner.
Investment Management for Gen Xers
Invest in a smart, low cost portfolio to help meet your long-term investment goals.