• Frequently Asked Questions

    Have more questions? Reach out to me via "Contact Us" tab

    Do I have to be a rich to work with you?

    Absolutely not! I started this firm so that I wouldn't have turn down clients due to them not meeting income thresholds.

    What makes you different from other financial planners

    Unlike most financial planners, financial planning is not my job, its my life! You will be working with someone who lives, eats, and breathes financial planning 24/7. This passion allows me to be proactive on your behalf and foresee problems before they become actual problems.

    Who is your typical client

    My typical client ranges between ages 25-40 (yes I will go slightly beyond this scope) who work as full-time employees with a side business or are full-time business owners. This allows me to use my CPA expertise for tax planning and entity structuring.

    What makes your client experience unique

    My clients are working with someone who understands exactly what they are going through and who understand that past financial mistakes don't define their financial future. Another perk is that my clients can work with me directly from the comfort of their on home! This allows for a more relaxed environment and it feels like my clients are talking to a friend more than a financial professional. Lastly, I want my client to be the best version of themselves. So outside of the financials we talk what activities make them the most happy and see if we can monetize that activity to bring them future wealth.  

    What makes your client experience unique

    My clients are working with someone who understands exactly what they are going through and who understand that past financial mistakes don't define their financial future. Another perk is that my clients can work with me directly from the comfort of their on home! This allows for a more relaxed environment and it feels like my clients are talking to a friend more than a financial professional. Lastly, I want my client to be the best version of themselves. So outside of the financials we talk what activities make them the most happy and see if we can monetize that activity to bring them future wealth.  

    What is your investment strategy

    I am a firm believer in passive index investing. All of my investment recommendation follow this passive investing approach and I educate my clients on why this approach is best. If Warren Buffett says passive investing is the way, who am I to disagree!

    How often do you interact with your clients

    I speak with my clients at least once a month. This may be as quick as a 5 minute catch up call but I like to stay involved in my clients lives. However, my clients have the authority to set up meetings as often as they please!

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