Do you want something financially, quickly?
Do you have debt you worry about?
Are you interested in stocks, bonds, mutual funds, insurance, or even bitcoin?
You'll have a fun and enriching experience learning about money, how to make more of it, and how to control it, so it can stop controlling you.
We will start off with a discussion about your goals, and your current situation, and then work together to create a plan towards where you are and where you want to be. And, if you'd like, we can work together over time to get you there.
Training & Qualifications
Mutual Funds Accreditation
Known Bitcoin Expert
Experienced Financial Planner and Former Banker