WHAT I DO: I help millennials save money, get financially fit, and create an awesome lifestyle.
WHO I WORK WITH:
☞ Millennial Knowledge Workers (accountants, lawyers, doctors, engineers, developers, etc.)
☞ Lifestyle Entrepreneurs
☞ Busy Professionals
☞ Frequent Travelers
WHY IT WORKS: When you work with me, you get the most efficient, effective and affordable lifestyle planning.
HOW I DO IT: I provide personal and custom planning solutions aimed at helping you make the transition to your #dreamlife with confidence and ease.
WHY I'M DIFFERENT: Unlike traditional financial planners and investment advisors, I focus on cash flow and maximizing your current resources.
MY BACKGROUND: Personal Finance, Daily Money Management, public accounting, corporate accounting, governmental accounting, bookkeeping and individual tax return preparation. I've taken three mini-retirements by the age of 31 and I'm currently on my fourth mini-retirement (see experience section below for details).
READY TO TALK? Reach out to me on LinkedIn. I accept all connection requests.