What I Do
Everyone Should Be Financially Empowered
Whether you are married, single, young, have children, planning out your financial life, or planning out your retirement, I can help you manage your finances and create more wealth.
Every person is different and has different goals in their lives. So, when I sit down with someone, we go over all their finances and what they would like to accomplish.
Overall, we will work together on your portfolio to see what parts of it are lacking. We will go over things such as debt (good & bad); retirements funds, how they're taxed and how they work; how to protect your assets; how to create wealth and pass it on, and more. Once we have a better understanding on where you are financially, we will figure out the priority and what to focus on first. I cater each advisement session to each individual, no two situations are completely alike.
When everything is determined, I will help you come up with a plan to get the best potential rate of return for whatever you decide to invest in. We work on the concrete steps of investing together, and I do all this for FREE (unlike most financial advisors who charge an application processing fee and/or a fee for their time).
I care about everyone. My mission is to teach people how to save, protect, create, grow and pass on money! This is something I truly believe everyone should be educated about. I do not limit my services to the ultra-wealthy, I create everything to be accessible to the average person. Depending on what stage you are in your life, we will go over and discuss all options that exist for you and what you are the most comfortable with.
I am always looking for driven people to mentor and join my team. My team came about by finding people like myself who felt limited by their day job, and who wanted more from life than a 9-5. I would be thrilled to talk to you about it and open the door of entrepreneurship for you. I can help you get licensed and teach you the soft and hard skills that are needed to be your own boss, skills that could take you infinitely far in life. Entrepreneurship is a different mindset not taught in schools, so mentorship is extremely important for anyone looking to be an entrepreneur. If this is something you are interested in, please feel free to reach out to me so we can chat about it.