Long Term Financial Advice
30
I'm a Duke MBA grad and am always interested in helping people make good decisions with their money. I'm not a CFA or an accountant, but I know a thing or two about tried and true get rich slowly methods. I can't give you specific advice like which stocks to invest in, but I can help you consider long-term investment strategies. Here is what I'd love to talk about:
Children's college plans
Debt management
Saving strategies
Decide whether to buy or rent
Simple explanations to overly complicated investment jargon
This offering is intended to be a few email exchanges, but I can be flexible.
I am NOT a professional just a serious amateur so I have my limitations. If you reach them I will tell you. I promise I won't mislead you and I have no incentive to get you to actually act on my advice. Openness and honesty are important to me but I will never ask for account specifics. I don't trust people on the internet either. This world is filled with too many people trying to part you with your money, for what my written word is worth, I promise I am not one of them.
Training & Qualifications
I have an MBA from Duke University and I love to break down complicated investment ideas into sinple concepts (if I can). From my home I've traded in stocks, options, metal commdities, and crypto currencies. Lately I've really been into robo investors and ETFs.
Availability & Preferences
no specific times