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Services

Check-Up Call

The check-up call is completely free. This is where we will talk and figure out the main reasons on why or why not we should work together. We will also talk about what follow-up package or service is best for you.

Financial Coaching

Based on the check-up call, if we decide that you need financial coaching prior to financial planning, this is for you. The client(s) that need financial coaching typically struggle with budgeting, debt, savings and often are living paycheck to paycheck.

Financial Planning

Financial planning is for the potential client who is looking for specialized guidance in income management, saving strategy, investing, retirement, financial goal planning, tax strategy and even estate planning. If you never received financial coaching, but you still struggle with budgeting and debt but want all the other aspects that financial planning can provide, this is for you.

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Who I Am

I enlisted in the Marine Corps in 2013 and graduated from the Naval Academy in 2021 with a BS in Operations Research. In 2024, I earned my Chartered Financial Consultant (ChFC) designation from The American College of Financial Services while on an awarded scholarship. I am currently pursuing my Master’s in Financial Planning through the College For Financial Planning on the Freedom Scholarship.

Having struggled with money and finances for years, I understand firsthand the challenges many face. My wife and I got out of the paycheck-to-paycheck cycle that so many Americans are trapped in. Now we are focused on enjoying life while building wealth.

My goal is to take others on the journey to break the cycle and achieve financial confidence and security through education and personalized guidance.

I make no commission nor sell any sort of product to you other than the services I provide. You can rest assured that I have your best interest at heart and I hold myself to the fiduciary standard.