Let’s Talk

Would you like a free consultation to answer a few of your personal finance or exit planning questions? We will also use this time to decide if we are a good fit for working together.

Let's Talk

FAQs

  • I work with high-earning W2 employees and small business owners. This usually means that your combined household income is somewhere in the ballpark of 150K+

    If this isn’t you, that’s okay! We can still talk about your situation through a free initial consultation.

  • It depends! I work with people for a minimum of 6 months, but we can work together for as long as needed to accomplish your goals.

  • Yes! If you are in need of high-quality professionals, such as attorneys, CPAs, insurance, etc. I will introduce you to the professionals that I personally use.

  • I am not a registered investment advisor and I don’t hold any licenses to give investment advice. This is on purpose so I can give non-biased financial advice. If it turns out that you only need a financial planner, I can introduce you to one.

  • The main categories of financial education and strategizing are tax, asset protection, estate planning, life insurance, real estate, economic independence, business growth, exit planning, and debt & credit management.