What I do: change your financial life for good.
I’m a specialist in setting up effective, livable budgets and changing financial behaviors.
Here’s the best way to describe it: A personal trainer for your finances. I’ll show how to budget and hold you accountable so you stick to it. That’s it in a nutshell.
What I don’t do: sell you financial products.
They won’t tell you this upfront, but most financial planners or advisors, however, they label themselves, will insist that you need this type of insurance or that type of mutual fund. They may truly believe in what they’re selling, but they also get a cut.
You probably don’t like salesy pitches and neither do I. I don’t sell any financial products. None, nada, zip, zilch, zero. In fact, I don’t
even talk about financial products ever.
I’m here for one reason: To make a plan, get you to take action, and become good with your money.
Where my values are: in line with yours.
Behind-the-door deals are sneaky and slimy. They never benefit you. That’s why I never accept any third party compensation for referrals. Never. And I put that in writing. You pay me for the work I do and nobody else.