Personal Finance Consult: 60 min
Do you have goals that feel like pipe dreams?
Are you constantly juggling bills or worrying about how to pay them?
Arguing with your significant other?
Do you ignore savings because you don't know where to start?
These are all signs that your finances could use some TLC. Most people aren't taught how to manage their money, leaving it up to each of us to figure out what we should be doing and how to do it, all while dodging advertising at every turn and battling human psychology. Unsurprisingly, this seemingly simple task is only mastered by a small percentage of people!
During this 60+ minute initial consultation, we will:
1. Get to know you! Your personality and situation are an important part of developing a plan that will succeed.
2. Discuss where you are currently and where you want to be with your finances and life.
3. Determine your most important first step to making lasting improvements.
My preferred medium is video (FaceTime, Skype, Google Hangout) or in person if you're local, but we can also do a voice call if necessary.
Training & Qualifications
For the past 5+ years, I've been reading every piece of personal finance info I can find, because I think it's really interesting! Most everyone I talk to however, finds it to be about the most boring topic ever 😉 I've also been married for 12 years and have two children, so I have experience communicating with a significant other about money.
I've increased my family's net worth from 5th to 80th percentile in 10 years, on a typical middle-class income. In the last 5 years alone it's up by over 400%, and we are now on track to meet our goals and retire early.
I love problem solving and helping people, so why not combine my skills and help you with your finances? I've already done all the boring reading so you don't have to!
Please note a few things I'm not well versed in: Bankruptcy, credit repair, job hunting, insurance products.
Availability & Preferences
Usually available on evenings and weekends (I'm located in US Eastern time zone.)