Why people work with me:
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Learn to grow your passive income: Understand different types of assets (property, stocks, bonds etc.), and what's right for you.
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Reduce costs and put your money to work: Work out where you can save money, and then what to do with it.
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Make a practical plan to accomplish big goals: I've helped people save for home downpayments, kids’ college funds and more.
How I work with my clients:
12 weeks of collaboration
- (A) Build a clear picture of your finances together.
- (B) Craft your financial goals.
- Start on the path from A to B.
Tools you keep forever
- Templates that track your assets as they grow.
- A framework to evaluate investments and decisions.
- No special skills required.
A path to your life goals
- A personalized, step-by-step plan to reach long-term goals.
- Progress from day 1.
- Advice along the way.
“What I've learned is invaluable. I wish I could go back in time and tell 25 year old me to do this.”
Emil, CA
Get in touch
I do initial consultations for free, so we can work out whether we should work together.
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Fill in the form and I'll reach out!