30-minute Personal Financial Plan
50
Sit down with me to list your goals, your current state, and determine the 3-5 key actions to reach your goals. Most people didn't get a financial education. I was investing at age 9, and I have been studying ever since. I will help you get on the right path and make money YOUR slave, not the other way around. Join me!
We will cover:
1. long-term / retirement planning
2. housing and transportation right-sizing
3. cutting costs
4. short-term investing
5. education
6. work
7. real estate
Training & Qualifications
I have a degree in Economics, but more importantly have developed multiple income streams and increased my own net worth at double-digit growth rates every year for a decade, even with 5 kids. I have 10 years of success helping people grow wealth and crush debt.
Availability & Preferences
Nights and Weekends