I’m a CERTIFIED FINANCIAL PLANNER™, Writer, and Life-long Learner.
If your goal is:
- Starting a family.
- Merging household finances.
- Buying a house.
- Investing for your future.
- Exiting your company.
- Reducing taxes.
- Paying off student debt.
- Gaining financial independence.
My mission is to give you evidence-based financial tools to help you get there.
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What I’m About.
I’m committed to helping clients minimize taxes, build wealth, & achieve their financial goals through proactive planning.
You can find me elsewhere on Twitter.
Blog
In my writing, I explore how we can create meaningful results in our lives through optimizing our time, talents, and treasure.
You can find my blog here.
Latest posts
About.
How to Determine If You Can (Actually) Afford a Home Right Now
January 1, 2023
How to Determine If You Can (Actually) Afford a Home Right Now
The dead simple truth about whether you can afford a home right now comes down to these three questions.
How to Invest like Albert Einstein
October 11, 2022
How to Invest like Albert Einstein
You can “invest” like Albert Einstein you follow his simple formula: Time + Consistency + Discipline.
Latest videos
401k Down in 2022?? Why You Should You Still Contribute
401k Down in 2022?? Why You Should You Still Contribute